Podcasts about Yoy

In this week's episode of The Week That Was, we break down key global and domestic market developments:Global Markets: The US 10-year Treasury yield climbed above 5.2%, its highest since June 2007, as resilient US data and elevated oil prices kept pressure on rates; crude oil surged toward $107/bbl after a deadlock in US-Iran talks stoked fears of disruption through the Strait of Hormuz.India Macro & Economic Data: India's Index of Core Industries grew 4.8% YoY in August, while the crude oil import bill surged nearly 48% YoY to almost $75 billion on elevated global prices; the ADB raised India's FY27 growth forecast to 7.0% from 6.6%, citing strong public investment, resilient services and robust electronics exports.Domestic Equities & Sectors: The Nifty and Sensex fell to near six-month lows on the oil spike and global yield pressures, even as FIIs stayed net buyers; Banks and Energy led the declines while Metals was the only sector to close higher.Speaker:Michelle CastellinoInvestment Strategist 

Badger Bevs sold more than 100K 9L cases in 2025, growing more than 230% YOY. Yet more than 95% of its sales still come from restaurants, bars, and hotels.Founder and CEO David Vogel made a deliberate choice to build the premium mixer brand in the on-premise first. Drawing on his experience at Blue Buffalo and The Chef's Warehouse, he saw an opening for a mixer designed for high-end hospitality -- and a chance to earn the trust of bartenders and beverage directors before pursuing broad retail distribution.That trust took work. In New York, David walked into bars with samples and was often turned away. Buyers might like the tonic or ginger beer, but they also needed to know Badger could deliver consistently. Today, the brand has more than 1,000 customers in that market and sells in 33 states.In this episode, David explains how Badger expanded one market at a time, why delivery frequency and service matter as much as a distributor's reach, and what it takes to support accounts after the first sale. We also get into the product choices behind the growth -- from bartender input on flavor and carbonation to a resealable bottle designed around how cocktails are made behind American bars.For drinks founders, it's a useful look at how a brand can grow quickly while staying focused on the customers it set out to serve.For the latest updates, follow us:Business of Drinks website (sign up for our newsletter!)Business of Drinks YouTubeBusiness of Drinks LinkedInInstagram @bizofdrinksErica Duecy, co-host: Erica Duecy is founder and co-host of Business of Drinks and one of the drinks industry's most accomplished digital and content strategists. She runs the consultancy and advisory arm of Business of Drinks and has built publishing and marketing programs for Drizly, VinePair, SevenFifty, and other hospitality and drinks tech companies.Erica Duecy LinkedInInstagram @ericaduecyScott Rosenbaum, co-host: Scott Rosenbaum is co-host of Business of Drinks and a veteran strategist and analyst with deep experience building drinks portfolios. Most recently, he was the Portfolio Development Director at Distill Ventures. Prior to that, he was the Vice President of T. Edward Wines & Spirits, a New York-based importer and distributor.Scott Rosenbaum LinkedInSubscribe to the Business of Drinks channel for more insights on how brands, retailers, and operators are unlocking growth across beverages. And please rate and review us. Your support helps us reach new listeners. Thank you!

Send us a question/idea/opinion direct via text message!August residential sales plunged nearly 12% year-on-year, marking the eighth consecutive month of annual transaction drops across Aotearoa New Zealand. With sales drifting and listings climbing, the market remains locked in an extended holding pattern.This week on the New Zealand Property Market Podcast, Head of Research Nick Goodall and Chief Economist Kelvin Davidson unpack the findings from Cotality's latest Housing Chart Pack. They analyse why Hamilton sales dropped 14% across the winter quarter, how first-home buyers continue to dominate market share, and what is keeping the labour market from driving an immediate recovery.The team also breaks down Labour's major pre-election announcement ruling out changes to mortgage interest deductibility for residential landlords. Kelvin and Nick discuss why the justification - not wanting to give landlords an excuse to hike rents - misses the reality of tenant income constraints, and whether removing this tax threat will tempt investors back into the market. Finally, they review the August New Zealand Activity Index (+1.9%) and preview the upcoming Home Value Index release.This week we discuss: The 8-Month Sales Slide: Why August sales dropped 12% YoY and why the 3-month trend shows nationwide softness (Hamilton down 14%).Labour's Interest Deductibility Call: Unpacking the politics, coalition negotiations, and why landlords cannot simply pass tax costs onto rents.Investor Psychology: Will certainty around interest deductibility open the floodgates for property investors ahead of a Capital Gains Tax debate?NZ Activity Index (+1.9%): Why economic recovery remains patchy and why labour hoarding delays hiring rebounds until 2027.Home Value Index Preview: Why early weekly data points to another slight monthly national dip (-0.3%).Weekend Sports Drama: The Taniwha's heartbreaking Ranfurly Shield loss to Counties Manukau, Wallabies upsetting the Springboks, and epic NRL finals action. 

In this episode of ScaleUp Radio, host Kevin Brent is joined by John Readman, founder of ASK BOSCO and Modo25, to explore what it really takes to turn a big idea into a focused, scalable business. John's journey offers a particularly useful lesson for founders: sometimes scaling isn't about doing more. It's about narrowing your focus. ASK BOSCO was created to tackle a problem familiar to many e-commerce businesses. Marketing teams can see return on ad spend, finance teams can see profitability, and platforms such as Google, Meta and TikTok all report their own versions of performance. But those numbers don't necessarily add up to a clear answer to the question that really matters: Where should we spend our next pound to generate the most profit? ASK BOSCO brings those disparate sources together, de-duplicates the data and helps businesses connect marketing activity with commercial performance. But the technology is only part of John's ScaleUp story. One of the standout moments in our conversation is John's account of being told that ASK BOSCO's original strategy was simply too broad. Rather than defending the original plan, the team listened, narrowed its focus and rebuilt the proposition around the Shopify ecosystem. That decision created a much clearer route to market and helped underpin a £4.1 million investment from Gresham House Ventures. The standout message Focus can be a growth strategy. The temptation when building an ambitious business is to serve more markets, add more features and pursue more opportunities. John's experience suggests the opposite can sometimes create far greater value: choose the market where you can win, remove friction and execute relentlessly. We also explore the people and culture behind the businesses. John talks about creating a high-performance environment based on trust, transparency and accountability. That includes a four-day working week on full-time pay, measuring people on outputs rather than hours, monthly visibility of KPIs and even creating a deliberate "not-to-do" list. There's an interesting influence from military discipline too: punctuality, clear processes, teamwork and people knowing what's expected of them. In this episode, we discuss: Why marketing ROAS and actual business profitability can tell very different stories How ASK BOSCO creates a clearer view of marketing performance Why linking product profitability to individual campaigns matters The decision to pivot from a broad analytics proposition to a Shopify-first strategy Why external advice can be invaluable when it challenges your assumptions Raising £4.1 million in venture capital and what investors bring beyond money Building a scalable SaaS model through the Shopify ecosystem Why human onboarding and support can be a competitive advantage in an increasingly AI-driven market Using a four-day week to focus on outputs rather than inputs Creating a "not-to-do" list to protect strategic focus Using a small number of annual "Big Rocks" to create alignment How transparency, discipline and trust shape company culture John's longer-term ambition for ASK BOSCO The one key thing... Scaling often means having the confidence to choose less. ASK BOSCO became more investable and potentially more scalable when the team stopped trying to solve the problem for everybody and committed to a clearly defined ecosystem. For founders facing dozens of apparently good opportunities, John's story is a reminder that the question isn't simply "What could we do?" It's "What should we deliberately choose not to do so we can execute the things that matter?" From more, to less, to done Most founders I speak to feel busy but frustrated. Plenty is happening, but they're not moving forward at the rate they want to. Often that's because success creates more options, pulling founders and their teams in different directions. More than 500 interviews on ScaleUp Radio have reinforced something important: the founders who scale choose less, and deliver all of it. That's what the G90 Summit is for. It's a structured half-day where we cut through everything competing for your attention, agree the three to five things that must happen in the next 90 days, and build the rhythm to make sure they do. From the frustration and chaos of more, through the discipline of less, to the rhythm of done. Quarterly. Virtual. £97 a seat. Smart90.co.uk/summit Listen to the full episode to hear John's ScaleUp journey and the lessons he's learned from building, focusing, funding and leading growing businesses. Intro Script Hi there and welcome back to another edition of ScaleUp Radio, the podcast brought to you by Smart90, inspired by the Entrepreneurial ScaleUp System and designed to make navigating our ScaleUp journeys that little bit easier by learning from others' experiences. I'm Kevin Brent and in today's episode I'm joined by John Readman, founder of ASK BOSCO and Modo25. There's a great lesson in John's story about the power of focus. ASK BOSCO started with a huge ambition, but it was narrowing the proposition to Shopify that helped unlock a scalable route to market and £4.1 million of investment. We also talk about linking marketing spend to actual profit, four-day working weeks, human support in an AI world, and why every growing business might need a "not-to-do" list. Before we get into it, most founders I speak to feel busy but frustrated. Plenty happening, but frustrated that they are not moving forward at the rate they want to. Success creates more options, pulling them and their teams in different directions. Here's what more than 500 interviews on this show have taught me: the founders who scale choose less, and deliver all of it. That's what the G90 Summit is for. A structured half-day where we cut through everything competing for your attention, agree the three to five things that must happen in the next 90 days, and build the rhythm to make sure they do. From the frustration and chaos of more, through the discipline of less, to the rhythm of done. Quarterly, virtual, £97 a seat. Smart90.co.uk/summit. Make sure you don't miss any future episodes by subscribing to ScaleUp Radio wherever you like to listen to your podcasts - and why not give us a follow. You can also nominate a guest for ScaleUp Radio if you know someone with an interesting ScaleUp story – you can find how in the shownotes. For now, continue listening for the full discussion with John. Main Episode Post – LinkedIn + Instagram Could doing less actually help your business scale faster? That's one of the big lessons from my latest ScaleUp Radio conversation with John Readman, founder of ASK BOSCO and Modo25. ASK BOSCO tackles a problem many e-commerce businesses will recognise: Google, Meta and other platforms give you plenty of marketing data, but can you confidently connect what you're spending to the profit you're actually making? John's ScaleUp journey goes much further than the technology. A few things stood out for me:

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.⛽ Diesel Prices – National average diesel hit a record $6.51/gal on Sunday, up 76% year-over-year, with off-road diesel nearing $6.00/gal in many areas. Fuel costs are adding $11/acre to corn and $7/acre to soybean budgets, and USDA Secretary Rollins hints at coming relief announcements.

This week, our Host, Thilan Wickramasinghe opens to a broadly positive risk backdrop, with a "very successful" US-China meeting ahead of next week's Trump-Xi summit lifting Asian equities and Wall Street futures. Against this backdrop, the team hunts for structural winners in Singapore and the region.The show leads with our REITs Analyst Miaomiao Liu, fresh back from visiting Sasseur REIT's China outlets, covering the differentiated Liu (flagship, premium-skewed) and Bishan (mass-market) assets, the stock's 11% pullback despite outperforming the FTSE ST REIT Index by nearly 30%, and three emerging positives: trading-down-not-out consumer behaviour, a fast-growing VIP omni-channel base, and one of the sector's strongest balance sheets.Next up is our Economist Brian Lee, who unpacks August's NODX surge — nominal growth of 46% YoY, the strongest pace in nearly 40 years — driven by AI-related server and semiconductor demand, alongside accelerating loan growth pushing up domestic rates, a 3-month SORA forecast rising to 1.6% by end-2026, and his call for MAS to hold policy steady at the October meeting.In corporate action, Thilan runs through our Telcos Analyst Husseini's BUY on Grab, unpacking the US$1.5bn Atomi acquisition, its potential US$200-220m EBITDA contribution by 2028, and a raised 2028 adjusted EBITDA target of US$1.7bn, alongside our new initiation on ISF Group, a Malaysian water-infrastructure play riding the data centre boom, rated BUY with a RM0.98 target price and roughly 33% core profit CAGR through 2028.Wishing you a profitable trading week ahead!

This week on Inside the Economy, we examine the latest trends shaping consumer spending, debt, inflation, corporate profits, and the utility sector. On the consumer front, retail sales have maintained a steady upward trajectory throughout this year, with a narrow gap between total retail sales and total retail sales ex gasoline. Could this mean gasoline's impact on the overall direction of consumer spending is minimal? At the same time, revolving consumer credit has crossed the $1 trillion threshold, fueled by years of post-pandemic borrowing. Meanwhile, as sticky inflation persists, the Federal Reserve is slated to announce its interest rate decision this week, with bond markets reflecting expectations for a potential rate move. What could this mean for consumers and the stock market? On the corporate side, U.S. profit upgrades have now extended for a 21st consecutive week. This momentum may reflect improving expectations for corporate earnings as upward earnings revisions outpace downgrades. Finally, California utility companies suffered a sharp sell-off in late August and September 2026, wiping out months of solid gains. What was the reasoning and could we see a potential reversal? Tune in to learn more. Key Takeaways: • 30-year Bond at 5.37% • Crude Oil at $103.76 per barrel • Headline CPI at 3.4% YoY

This week on Inside the Economy, we examine the latest trends shaping consumer spending, debt, inflation, corporate profits, and the utility sector. On the consumer front, retail sales have maintained a steady upward trajectory throughout this year, with a narrow gap between total retail sales and total retail sales ex gasoline. Could this mean gasoline's impact on the overall direction of consumer spending is minimal? At the same time, revolving consumer credit has crossed the $1 trillion threshold, fueled by years of post-pandemic borrowing. Meanwhile, as sticky inflation persists, the Federal Reserve is slated to announce its interest rate decision this week, with bond markets reflecting expectations for a potential rate move. What could this mean for consumers and the stock market?  On the corporate side, U.S. profit upgrades have now extended for a 21st consecutive week. This momentum may reflect improving expectations for corporate earnings as upward earnings revisions outpace downgrades. Finally, California utility companies suffered a sharp sell-off in late August and September 2026, wiping out months of solid gains. What was the reasoning and could we see a potential reversal? Tune in to learn more.   Key Takeaways: 30-year Bond at 5.37% Crude Oil at $103.76 per barrel Headline CPI at 3.4% YoY

Send Us A Message! Let us know what you think.Will New Zealand house prices rebound to their 2021 peak, or are we in for a prolonged flat cycle? In Episode 27 of New Zealand Property Insights, hosts Paul and Debbie Roberts unpack ASB's latest housing outlook, which projects national home values will not return to 2021 peak levels until at least 2029. They examine what flat growth in 2026 and a 3.5% lift in 2027 mean for buyers, how disposable income multiples have dropped from 9.8x to 6.7x, and how a proposed 5% deposit scheme could impact first-home buyer demand. Next, they explore the ongoing structural shift in non-bank mortgage lending. Featuring insights from XCEDA CEO Daniel McGrath and BaseCorp CFO John Moody, Paul and Debbie explain why non-bank lending is moving from a fallback option to a proactive strategy for self-employed borrowers, property flippers, and investors needing approvals within 24 to 48 hours. Finally, they break down fresh Realestate.co.nz rental figures to determine whether national asking rents have officially hit a floor. With the national average asking rent reaching $637 per week (+1.5% YoY), they analyze major regional variations—from strong gains in Marlborough (+8.2%) and Waikato ($587/wk record) to drops on the West Coast (-6.5%)—and reveal why pushing for a $10–$20 weekly rent increase can cost landlords up to $1,400 in vacant downtime. What You'll Learn in This Episode:ASB Price Forecast: Why house prices are expected to remain flat through 2026 before rising 3.5% in 2027, and why a 2029 peak recovery is positive for long-term market stability. Income-to-Price Multiples: How house price-to-disposable income ratios dropped to 6.7x (down from 9.8x in 2021), helping first-home buyers capture nearly 30% of sales. Proposed 5% Deposit Rule: How raising income caps to $300,000 for couples could accelerate first-home buyer entry. Non-Bank Lending Tactics: How writing clear application narratives enables specialist lenders to approve complex scenarios (bridging, self-employed, property additions) in 24–48 hours. Rental Market Floor: Why asking rents act as a leading indicator, and how provincial cashflows in Canterbury, Otago, and Waikato are supporting local rental gains. Tenant Retention vs. Vacancy Costs: Why keeping reliable tenants and avoiding 2–3 weeks of vacancy easily outweighs aggressive rent hikes in an adjusting market. Free Educational Masterclass & ResourcesReady to build a resilient, data-backed property portfolio without sales pressure or developer hype? Join financial adviser Debbie Roberts live for our free online training session: How to Succeed with Property Investing. 100% Independent Education (Property Apprentice does NOT sell real estate) Live Q&A Session Included

Most "teams" aren't teams—they're loose collections of agents. Tom Toole, leader of the #1 RE/MAX team in PA/DE and #12 nationwide, breaks down the org design, systems, and leadership choices that turn headcount into a true business. He also shares why he's stayed in production on purpose, how his team outperforms the market, and the 90-day plan agents can actually hit. In this episode: The moment Tom knew he needed a team (80 deals with one ops partner) and how he structured his org Why 5–6 people doing 30 deals is a collection of agents—not a business When to start a team (and when not to): thresholds, temperament, and timing Money and time truths: vacations are a systems issue; teams require upfront capital Staying in production for profit and credibility—and when to taper The 3–7 year build timeline, key phases, and navigating the messy middle Staff that drives per-agent productivity: ISAs, ops, marketing, sales management, TC, listing management, talent scout Outperforming the market: 13–14 deals per agent; up 6–7% YOY in a down market   Tom's Instagram: https://www.instagram.com/tomtoole3rd/ Tom's LinkedIn: https://www.linkedin.com/in/tomtoole3rd/ Tom Toole Sales Group website: https://www.tomtoole.com/  

Target is secretly turning into a scaled-up Trader Joe's, executing the largest transition of its grocery department layout in more than a decade. Almost half of its grocery assortment has been overhauled, not to mention a huge expansion of health and wellness items. Also, Target just slashed prices on over ten thousand everyday grocery items. Plus, they spent BIG on new high-tech mega-warehouses…just to get fresh food to shelves two days faster than before. The result? In Target's latest financial results, the retailer disclosed that food and beverage sales surged just over 7% YoY, approaching $6 billion for the quarter. And more than half of all Target shoppers now leave with groceries. So, have you purchased groceries at Target lately?

This week, our Host, Thilan Wickramasinghe opens to mounting AI and geopolitical risk, with a slew of AI founders warning on the need to slow model development stoking fears over AI spending, while intensifying Middle East tensions push oil another leg higher. Against this backdrop, the team hunts for risk-reward across ASEAN.The show leads with our Strategist Anand's latest ASEAN strategy, where he stays selective despite broadly positive 2Q26 GDP surprises, keeping Singapore and Malaysia OVERWEIGHT, upgrading the Philippines to NEUTRAL alongside Indonesia, Thailand and Vietnam, and flagging financials, energy security and Super El Niño as cross-border themes.Next up, our Banking & Finance Analyst, Faiq Asad, joins to unpack brightening prospects for Indonesian banks, addressing strong July loan growth of 13.6% YoY, system liquidity as BI securities yields moderate, NIM pressure, and his top picks for investors looking to add exposure now.Moreover, our Technology Analyst, Jarick Seet, discusses Frencken's SGD100m placement and near-18% share pullback, alongside Marco Polo Marine's sizable SGD139m RTO of Fuji Offset Plate Manufacturing, maintaining his BUY with 86% upside and outlining the key catalysts ahead.Finally, our Healthcare Analyst, Eric Ong, examines Singapore's living sector, covering Centurion's Johor worker-accommodation acquisition and its accretion to the Group, plus Coliwoo's new Changi co-living property and expansion outlook.Wishing you a profitable trading week ahead!

Let's just hope the MyProtein packaging I just saw was some mistake or they've got some explaining to do! THG (aka the company formerly known as The Hut Group) recently updated the public markets by releasing its H1 2026 results. I'll be utilizing all available publicly disclosed information to obviously update you on the recent performance of THG Nutrition division, which includes the world's largest online sports nutrition brand MyProtein. Additionally, due to the THG Ingenuity demerger action occurring at the end of 2024, the up-to-date THG portfolio configuration now would be described as a global, cash generative, health and wellness consumer brands group. During the first half of 2026, THG Nutrition revenue was approximately $444 million, which increased 9.2% YoY. THG Nutrition delivered its sixth consecutive quarter of revenue growth. Moreover, momentum was said to be broad-based across sales channels and categories (especially outside of the core protein range like creatine). But I'll dive into several strategic decisions impacting MyProtein including its global digital sales channel strategy, offline retail expansion efforts, product licensing strategy, and let's just say A LOT is riding on the success of the MyProtein global rebrand that delivered across 2023 and 2024. But within this earnings presentation deck there was this picture of MyProtein products that had a very different visual identity, which are an 180-degree turnback in the other direction. THG Nutrition still mainly deploys a global digital-first commerce strategy, with around 84% of its total revenue coming from direct-to-consumer, online marketplaces, and social commerce…but MyProtein has continued to invest in offline retail partnerships where it places a limited (or exclusive) SKU range as part of a bigger demand generation strategy. Although the most highlighted commercial strategy (utilized for offline retail expansion) continues to surround the development of MyProtein products that are sold under licensing arrangements. When done correctly, these types of retail partnerships boost customer touchpoints and broaden brand appeal. Nonetheless, this ambitious level of offline retail expansion globally will undoubtedly help drive a more diversified retail mix over the next few years. Equally, MyProtein continues to lean heavily into international product collaborations. THG Nutrition recently expanded the successful partnership with global confectionary giant Mars Incorporated. But since those MyProtein and Mars co-branded products are whey protein, I'll outlook how THG Nutrition attempts to mitigate elevated whey protein input prices. Lastly, I'll discuss if MyProtein or any of THG Nutrition is an M&A target.

August CPI held at 3.4% YoY but jumped 0.4% MoM, with energy prices driving much of the increase. Markets now price roughly an 81% chance of a 25 bps September Fed rate hike.

Jeff Mains sits down with Jurgen Dauk to unpack why the org chart that got a company to its first 50 people is often the exact thing choking it at 500. Jurgen argues that most companies are still built and run like machines — predictable, controllable, command-and-control — when what actually thrives in fast-moving, crisis-prone markets is an organization that behaves more like an organism: adaptive, self-healing, and built around trust in people rather than rigid processes. The conversation covers why rolling AI into a broken structure just accelerates the dysfunction, how to diagnose silos and misaligned KPIs, why a real vision and mission (not a wall plaque) is the glue that holds cross-functional teams together, and concrete stories — from a car manufacturer losing the innovation race to China, to Ritz-Carlton's radical front-line trust — showing what happens when decision power moves closer to the action.Key Takeaways2:31 — The structure that got you here might be the exact thing slowing you down now.6:19 — Think of your company as an organism, not a machine — it puts people at the center, not the org chart.9:09 — Why command-and-control kills AI ROI: strategic top-down rollouts vs. empowered cross-functional teams choosing their own AI use cases.12:04 — The "garbage in, garbage out" AI story: a regional marketing team fed AI a stale document instead of training it on their ideal customer.15:19 — Command-and-control is really about fear — fear of losing control, fear it won't work out.17:07 — The fastest diagnostic for a broken org: ask 10 people the company's vision/mission and see how many different answers you get.18:19 — Gallup data: nearly 80% of employees are completely checked out.23:52 — What a "Leadership Operating System" actually is — not a machine principle bolted onto your org, but a guide to co-create your own unique structure.26:03 — How to find your silos fast: look at how decisions flow, how information moves, and whether your teams' KPIs actually conflict with each other.34:23 — The German auto industry story: a legacy manufacturer builds one generation of a car in the time a Chinese competitor builds three.37:26 — The #1 structural move before spending another dollar on AI: just ask your people what they need.42:49 — The Amazon Web Services story — building backwards from what the customer needs, not from existing tools/processes.45:36 — The Ritz-Carlton story: an employee flies to Hawaii to hand-deliver a guest's forgotten laptop, funded by a no-questions-asked discretionary budget.Tweetable Quotes"Your structure is either your engine or your anchor." — Jeff Mains"AI amplifies what is there. If your foundation isn't set up well, it will amplify exactly that." — Jurgen Dauk"Organizations are made up of people, not machines." — Jurgen Dauk"The reality is different — our issue is the time it takes us to build one generation of our flagship product, while our competition is developing three." — Jurgen Dauk"Instead of investing into AI, ask your people. Talking to people is not very expensive." — Jurgen Dauk"What people almost never ask is: In what way would I need to change?" — Jurgen Dauk"Organizational transformation really is personal transformation just at scale." — Jeff MainsSaaS Leadership LessonsTrust decision power to where the knowledge lives. Cross-functional teams closer to the action decide faster and better because they understand the problem firsthand.A rigid structure will sabotage your AI investment. Rolling out AI on top of command-and-control doesn't fix dysfunction — it accelerates it.Vision and mission are operational tools, not marketing copy. A vision that unites people (not "20% YoY growth") is what aligns fragmented teams and keeps talent engaged.Diagnose silos through decisions, information flow, and KPIs. Conflicting metrics between departments (e.g., sales vs. marketing) are a reliable early warning sign.Letting go of control is the hardest and highest-leverage move. It requires training people on communication, clear guardrails, and a safe space for mistakes — not just "here's the plan, good luck."Build backwards from the customer, not from existing tools or processes. Amazon Web Services and Ritz-Carlton both succeeded by empowering people to act in service of the customer outcome, not internal process compliance.Guest Resourcesj.dauk@theleadership-os.comhttps://theleadership-os.com/https://www.linkedin.com/in/juergendauk/Episode SponsorThe Futureproof Series - https://www.youtube.com/playlist?list=PLfkXKUPZ5xuOqMPR7_gzGybncTtavyR1NThe Captain's KeysSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion Leadership Group – https://championleadership.com/https://jeffmains.com/books/SaaS Fuel ResourcesWebsite - https://championleadership.com/Jeff Mains on LinkedIn - https://www.linkedin.com/in/jeffkmains/Twitter - https://twitter.com/jeffkmainsFacebook - https://www.facebook.com/thesaasguy/Instagram - https://instagram.com/jeffkmains

With Microsoft shattering records for patched vulnerabilities and AI exposing even more bugs, Leo Laporte, Paul Thurrott, and Richard Campbell debate whether this tidal wave of fixes signals progress or just bigger trouble ahead for Windows users. Also, Sonos is back and here's something no one has been able to say for, well, forever: It's new app is great! Plus, Gemini's Daily Brief is surprisingly useful, and it's available for free to everyone in the U.S.MICROSOFT MAKES MAJOR FINANCIAL REPORTING CHANGE The canary in the coal mine has finally been rewarded: Microsoft will dramatically change how it reports earnings, effective immediately. The good: Didn't see this coming, Microsoft will allegedly be transparent about Azure revenues every quarter The bad: A simpler structure means more revenues are being hidden and you can only make accurate YOY comparisons dating back two years now The unknown: What this will really look like in practice How is it possible that Paul has been all over this for years and Wall Street has mostly ignored it? Windows Patch Tuesday arrives - And, yes, it's basically 26H2 New Start, Taskbar, and Windows Search are generally available Is the "real" 26H2 still on track for October or does it just happen whenever? Microsoft fixed almost 1000 security vulnerabilities this month (974), with 723 of them in Windows and 112 of them critical-severity. It has already released over double the number of security patches this year (2760) as it did in all of 2025 (1139). Five new builds drop just ahead of Patch Tuesday updates with three minor new features Project Zenith is a misguided attempt to make Windows better for developers that shows they've learned nothing Microsoft Edge team promises two contrary improvements: Faster extension approvals, better quality It came from IFA Lenovo: Two AMAZING prototype PCs, one of which is imminent as a shipping product. Two killer NVIDIA RTX Spark-based laptops. Colorful laptops and AIO deflate the MacBook Neo balloon nicely. New ThinkCentre desktops and ThinkBook laptops, including a killer AMD-based workstation that can be daisy-chained HP: Three new NVIDIA RTX Spark PCs, one of which is a desktop PC Acer: RTX Spark, gaming handheld, more Key takeaway: NVIDIA RTX Spark is a game-changer Apps Vivaldi adds PWA and address bar improvements Yes, Virginia, Brave is still the fastest web browser AI and dev Newsday and The Seattle Times sue OpenAI and Microsoft for stealing copyrighted content at scale There's a great new documentary about the making of Visual Studio Code out and it's free This is a modern example of how tech limitations can spur innovation, something that happened a lot in the early home computer era and happens a lot less now .NET 11 heads to release candidate phase ahead of November release XBOX and gaming XBOX Cloud Gaming is getting usage caps starting in November and a standalone service is on the way XBOX app is coming to TCL smart TVs XBOX Insiders are testing startup animation choices, Showcase customization, an improved Remote Play experience, background downloads for Cloud Gaming, and more Tips and picks Tip of the week: Gemini offers a useful and free daily briefing App pick of the week: Sonos RunAs Radio this week: State of WSUS with Adam Brown These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/1000 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: cachefly.com/twit

With Microsoft shattering records for patched vulnerabilities and AI exposing even more bugs, Leo Laporte, Paul Thurrott, and Richard Campbell debate whether this tidal wave of fixes signals progress or just bigger trouble ahead for Windows users. Also, Sonos is back and here's something no one has been able to say for, well, forever: It's new app is great! Plus, Gemini's Daily Brief is surprisingly useful, and it's available for free to everyone in the U.S.MICROSOFT MAKES MAJOR FINANCIAL REPORTING CHANGE The canary in the coal mine has finally been rewarded: Microsoft will dramatically change how it reports earnings, effective immediately. The good: Didn't see this coming, Microsoft will allegedly be transparent about Azure revenues every quarter The bad: A simpler structure means more revenues are being hidden and you can only make accurate YOY comparisons dating back two years now The unknown: What this will really look like in practice How is it possible that Paul has been all over this for years and Wall Street has mostly ignored it? Windows Patch Tuesday arrives - And, yes, it's basically 26H2 New Start, Taskbar, and Windows Search are generally available Is the "real" 26H2 still on track for October or does it just happen whenever? Microsoft fixed almost 1000 security vulnerabilities this month (974), with 723 of them in Windows and 112 of them critical-severity. It has already released over double the number of security patches this year (2760) as it did in all of 2025 (1139). Five new builds drop just ahead of Patch Tuesday updates with three minor new features Project Zenith is a misguided attempt to make Windows better for developers that shows they've learned nothing Microsoft Edge team promises two contrary improvements: Faster extension approvals, better quality It came from IFA Lenovo: Two AMAZING prototype PCs, one of which is imminent as a shipping product. Two killer NVIDIA RTX Spark-based laptops. Colorful laptops and AIO deflate the MacBook Neo balloon nicely. New ThinkCentre desktops and ThinkBook laptops, including a killer AMD-based workstation that can be daisy-chained HP: Three new NVIDIA RTX Spark PCs, one of which is a desktop PC Acer: RTX Spark, gaming handheld, more Key takeaway: NVIDIA RTX Spark is a game-changer Apps Vivaldi adds PWA and address bar improvements Yes, Virginia, Brave is still the fastest web browser AI and dev Newsday and The Seattle Times sue OpenAI and Microsoft for stealing copyrighted content at scale There's a great new documentary about the making of Visual Studio Code out and it's free This is a modern example of how tech limitations can spur innovation, something that happened a lot in the early home computer era and happens a lot less now .NET 11 heads to release candidate phase ahead of November release XBOX and gaming XBOX Cloud Gaming is getting usage caps starting in November and a standalone service is on the way XBOX app is coming to TCL smart TVs XBOX Insiders are testing startup animation choices, Showcase customization, an improved Remote Play experience, background downloads for Cloud Gaming, and more Tips and picks Tip of the week: Gemini offers a useful and free daily briefing App pick of the week: Sonos RunAs Radio this week: State of WSUS with Adam Brown These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/1000 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: cachefly.com/twit

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

With Microsoft shattering records for patched vulnerabilities and AI exposing even more bugs, Leo Laporte, Paul Thurrott, and Richard Campbell debate whether this tidal wave of fixes signals progress or just bigger trouble ahead for Windows users. Also, Sonos is back and here's something no one has been able to say for, well, forever: It's new app is great! Plus, Gemini's Daily Brief is surprisingly useful, and it's available for free to everyone in the U.S.MICROSOFT MAKES MAJOR FINANCIAL REPORTING CHANGE The canary in the coal mine has finally been rewarded: Microsoft will dramatically change how it reports earnings, effective immediately. The good: Didn't see this coming, Microsoft will allegedly be transparent about Azure revenues every quarter The bad: A simpler structure means more revenues are being hidden and you can only make accurate YOY comparisons dating back two years now The unknown: What this will really look like in practice How is it possible that Paul has been all over this for years and Wall Street has mostly ignored it? Windows Patch Tuesday arrives - And, yes, it's basically 26H2 New Start, Taskbar, and Windows Search are generally available Is the "real" 26H2 still on track for October or does it just happen whenever? Microsoft fixed almost 1000 security vulnerabilities this month (974), with 723 of them in Windows and 112 of them critical-severity. It has already released over double the number of security patches this year (2760) as it did in all of 2025 (1139). Five new builds drop just ahead of Patch Tuesday updates with three minor new features Project Zenith is a misguided attempt to make Windows better for developers that shows they've learned nothing Microsoft Edge team promises two contrary improvements: Faster extension approvals, better quality It came from IFA Lenovo: Two AMAZING prototype PCs, one of which is imminent as a shipping product. Two killer NVIDIA RTX Spark-based laptops. Colorful laptops and AIO deflate the MacBook Neo balloon nicely. New ThinkCentre desktops and ThinkBook laptops, including a killer AMD-based workstation that can be daisy-chained HP: Three new NVIDIA RTX Spark PCs, one of which is a desktop PC Acer: RTX Spark, gaming handheld, more Key takeaway: NVIDIA RTX Spark is a game-changer Apps Vivaldi adds PWA and address bar improvements Yes, Virginia, Brave is still the fastest web browser AI and dev Newsday and The Seattle Times sue OpenAI and Microsoft for stealing copyrighted content at scale There's a great new documentary about the making of Visual Studio Code out and it's free This is a modern example of how tech limitations can spur innovation, something that happened a lot in the early home computer era and happens a lot less now .NET 11 heads to release candidate phase ahead of November release XBOX and gaming XBOX Cloud Gaming is getting usage caps starting in November and a standalone service is on the way XBOX app is coming to TCL smart TVs XBOX Insiders are testing startup animation choices, Showcase customization, an improved Remote Play experience, background downloads for Cloud Gaming, and more Tips and picks Tip of the week: Gemini offers a useful and free daily briefing App pick of the week: Sonos RunAs Radio this week: State of WSUS with Adam Brown These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/1000 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: cachefly.com/twit

With Microsoft shattering records for patched vulnerabilities and AI exposing even more bugs, Leo Laporte, Paul Thurrott, and Richard Campbell debate whether this tidal wave of fixes signals progress or just bigger trouble ahead for Windows users. Also, Sonos is back and here's something no one has been able to say for, well, forever: It's new app is great! Plus, Gemini's Daily Brief is surprisingly useful, and it's available for free to everyone in the U.S.MICROSOFT MAKES MAJOR FINANCIAL REPORTING CHANGE The canary in the coal mine has finally been rewarded: Microsoft will dramatically change how it reports earnings, effective immediately. The good: Didn't see this coming, Microsoft will allegedly be transparent about Azure revenues every quarter The bad: A simpler structure means more revenues are being hidden and you can only make accurate YOY comparisons dating back two years now The unknown: What this will really look like in practice How is it possible that Paul has been all over this for years and Wall Street has mostly ignored it? Windows Patch Tuesday arrives - And, yes, it's basically 26H2 New Start, Taskbar, and Windows Search are generally available Is the "real" 26H2 still on track for October or does it just happen whenever? Microsoft fixed almost 1000 security vulnerabilities this month (974), with 723 of them in Windows and 112 of them critical-severity. It has already released over double the number of security patches this year (2760) as it did in all of 2025 (1139). Five new builds drop just ahead of Patch Tuesday updates with three minor new features Project Zenith is a misguided attempt to make Windows better for developers that shows they've learned nothing Microsoft Edge team promises two contrary improvements: Faster extension approvals, better quality It came from IFA Lenovo: Two AMAZING prototype PCs, one of which is imminent as a shipping product. Two killer NVIDIA RTX Spark-based laptops. Colorful laptops and AIO deflate the MacBook Neo balloon nicely. New ThinkCentre desktops and ThinkBook laptops, including a killer AMD-based workstation that can be daisy-chained HP: Three new NVIDIA RTX Spark PCs, one of which is a desktop PC Acer: RTX Spark, gaming handheld, more Key takeaway: NVIDIA RTX Spark is a game-changer Apps Vivaldi adds PWA and address bar improvements Yes, Virginia, Brave is still the fastest web browser AI and dev Newsday and The Seattle Times sue OpenAI and Microsoft for stealing copyrighted content at scale There's a great new documentary about the making of Visual Studio Code out and it's free This is a modern example of how tech limitations can spur innovation, something that happened a lot in the early home computer era and happens a lot less now .NET 11 heads to release candidate phase ahead of November release XBOX and gaming XBOX Cloud Gaming is getting usage caps starting in November and a standalone service is on the way XBOX app is coming to TCL smart TVs XBOX Insiders are testing startup animation choices, Showcase customization, an improved Remote Play experience, background downloads for Cloud Gaming, and more Tips and picks Tip of the week: Gemini offers a useful and free daily briefing App pick of the week: Sonos RunAs Radio this week: State of WSUS with Adam Brown These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/1000 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: cachefly.com/twit

With Microsoft shattering records for patched vulnerabilities and AI exposing even more bugs, Leo Laporte, Paul Thurrott, and Richard Campbell debate whether this tidal wave of fixes signals progress or just bigger trouble ahead for Windows users. Also, Sonos is back and here's something no one has been able to say for, well, forever: It's new app is great! Plus, Gemini's Daily Brief is surprisingly useful, and it's available for free to everyone in the U.S.MICROSOFT MAKES MAJOR FINANCIAL REPORTING CHANGE The canary in the coal mine has finally been rewarded: Microsoft will dramatically change how it reports earnings, effective immediately. The good: Didn't see this coming, Microsoft will allegedly be transparent about Azure revenues every quarter The bad: A simpler structure means more revenues are being hidden and you can only make accurate YOY comparisons dating back two years now The unknown: What this will really look like in practice How is it possible that Paul has been all over this for years and Wall Street has mostly ignored it? Windows Patch Tuesday arrives - And, yes, it's basically 26H2 New Start, Taskbar, and Windows Search are generally available Is the "real" 26H2 still on track for October or does it just happen whenever? Microsoft fixed almost 1000 security vulnerabilities this month (974), with 723 of them in Windows and 112 of them critical-severity. It has already released over double the number of security patches this year (2760) as it did in all of 2025 (1139). Five new builds drop just ahead of Patch Tuesday updates with three minor new features Project Zenith is a misguided attempt to make Windows better for developers that shows they've learned nothing Microsoft Edge team promises two contrary improvements: Faster extension approvals, better quality It came from IFA Lenovo: Two AMAZING prototype PCs, one of which is imminent as a shipping product. Two killer NVIDIA RTX Spark-based laptops. Colorful laptops and AIO deflate the MacBook Neo balloon nicely. New ThinkCentre desktops and ThinkBook laptops, including a killer AMD-based workstation that can be daisy-chained HP: Three new NVIDIA RTX Spark PCs, one of which is a desktop PC Acer: RTX Spark, gaming handheld, more Key takeaway: NVIDIA RTX Spark is a game-changer Apps Vivaldi adds PWA and address bar improvements Yes, Virginia, Brave is still the fastest web browser AI and dev Newsday and The Seattle Times sue OpenAI and Microsoft for stealing copyrighted content at scale There's a great new documentary about the making of Visual Studio Code out and it's free This is a modern example of how tech limitations can spur innovation, something that happened a lot in the early home computer era and happens a lot less now .NET 11 heads to release candidate phase ahead of November release XBOX and gaming XBOX Cloud Gaming is getting usage caps starting in November and a standalone service is on the way XBOX app is coming to TCL smart TVs XBOX Insiders are testing startup animation choices, Showcase customization, an improved Remote Play experience, background downloads for Cloud Gaming, and more Tips and picks Tip of the week: Gemini offers a useful and free daily briefing App pick of the week: Sonos RunAs Radio this week: State of WSUS with Adam Brown These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/1000 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: cachefly.com/twit

With Microsoft shattering records for patched vulnerabilities and AI exposing even more bugs, Leo Laporte, Paul Thurrott, and Richard Campbell debate whether this tidal wave of fixes signals progress or just bigger trouble ahead for Windows users. Also, Sonos is back and here's something no one has been able to say for, well, forever: It's new app is great! Plus, Gemini's Daily Brief is surprisingly useful, and it's available for free to everyone in the U.S.MICROSOFT MAKES MAJOR FINANCIAL REPORTING CHANGE The canary in the coal mine has finally been rewarded: Microsoft will dramatically change how it reports earnings, effective immediately. The good: Didn't see this coming, Microsoft will allegedly be transparent about Azure revenues every quarter The bad: A simpler structure means more revenues are being hidden and you can only make accurate YOY comparisons dating back two years now The unknown: What this will really look like in practice How is it possible that Paul has been all over this for years and Wall Street has mostly ignored it? Windows Patch Tuesday arrives - And, yes, it's basically 26H2 New Start, Taskbar, and Windows Search are generally available Is the "real" 26H2 still on track for October or does it just happen whenever? Microsoft fixed almost 1000 security vulnerabilities this month (974), with 723 of them in Windows and 112 of them critical-severity. It has already released over double the number of security patches this year (2760) as it did in all of 2025 (1139). Five new builds drop just ahead of Patch Tuesday updates with three minor new features Project Zenith is a misguided attempt to make Windows better for developers that shows they've learned nothing Microsoft Edge team promises two contrary improvements: Faster extension approvals, better quality It came from IFA Lenovo: Two AMAZING prototype PCs, one of which is imminent as a shipping product. Two killer NVIDIA RTX Spark-based laptops. Colorful laptops and AIO deflate the MacBook Neo balloon nicely. New ThinkCentre desktops and ThinkBook laptops, including a killer AMD-based workstation that can be daisy-chained HP: Three new NVIDIA RTX Spark PCs, one of which is a desktop PC Acer: RTX Spark, gaming handheld, more Key takeaway: NVIDIA RTX Spark is a game-changer Apps Vivaldi adds PWA and address bar improvements Yes, Virginia, Brave is still the fastest web browser AI and dev Newsday and The Seattle Times sue OpenAI and Microsoft for stealing copyrighted content at scale There's a great new documentary about the making of Visual Studio Code out and it's free This is a modern example of how tech limitations can spur innovation, something that happened a lot in the early home computer era and happens a lot less now .NET 11 heads to release candidate phase ahead of November release XBOX and gaming XBOX Cloud Gaming is getting usage caps starting in November and a standalone service is on the way XBOX app is coming to TCL smart TVs XBOX Insiders are testing startup animation choices, Showcase customization, an improved Remote Play experience, background downloads for Cloud Gaming, and more Tips and picks Tip of the week: Gemini offers a useful and free daily briefing App pick of the week: Sonos RunAs Radio this week: State of WSUS with Adam Brown These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/1000 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: cachefly.com/twit

With Microsoft shattering records for patched vulnerabilities and AI exposing even more bugs, Leo Laporte, Paul Thurrott, and Richard Campbell debate whether this tidal wave of fixes signals progress or just bigger trouble ahead for Windows users. Also, Sonos is back and here's something no one has been able to say for, well, forever: It's new app is great! Plus, Gemini's Daily Brief is surprisingly useful, and it's available for free to everyone in the U.S.MICROSOFT MAKES MAJOR FINANCIAL REPORTING CHANGE The canary in the coal mine has finally been rewarded: Microsoft will dramatically change how it reports earnings, effective immediately. The good: Didn't see this coming, Microsoft will allegedly be transparent about Azure revenues every quarter The bad: A simpler structure means more revenues are being hidden and you can only make accurate YOY comparisons dating back two years now The unknown: What this will really look like in practice How is it possible that Paul has been all over this for years and Wall Street has mostly ignored it? Windows Patch Tuesday arrives - And, yes, it's basically 26H2 New Start, Taskbar, and Windows Search are generally available Is the "real" 26H2 still on track for October or does it just happen whenever? Microsoft fixed almost 1000 security vulnerabilities this month (974), with 723 of them in Windows and 112 of them critical-severity. It has already released over double the number of security patches this year (2760) as it did in all of 2025 (1139). Five new builds drop just ahead of Patch Tuesday updates with three minor new features Project Zenith is a misguided attempt to make Windows better for developers that shows they've learned nothing Microsoft Edge team promises two contrary improvements: Faster extension approvals, better quality It came from IFA Lenovo: Two AMAZING prototype PCs, one of which is imminent as a shipping product. Two killer NVIDIA RTX Spark-based laptops. Colorful laptops and AIO deflate the MacBook Neo balloon nicely. New ThinkCentre desktops and ThinkBook laptops, including a killer AMD-based workstation that can be daisy-chained HP: Three new NVIDIA RTX Spark PCs, one of which is a desktop PC Acer: RTX Spark, gaming handheld, more Key takeaway: NVIDIA RTX Spark is a game-changer Apps Vivaldi adds PWA and address bar improvements Yes, Virginia, Brave is still the fastest web browser AI and dev Newsday and The Seattle Times sue OpenAI and Microsoft for stealing copyrighted content at scale There's a great new documentary about the making of Visual Studio Code out and it's free This is a modern example of how tech limitations can spur innovation, something that happened a lot in the early home computer era and happens a lot less now .NET 11 heads to release candidate phase ahead of November release XBOX and gaming XBOX Cloud Gaming is getting usage caps starting in November and a standalone service is on the way XBOX app is coming to TCL smart TVs XBOX Insiders are testing startup animation choices, Showcase customization, an improved Remote Play experience, background downloads for Cloud Gaming, and more Tips and picks Tip of the week: Gemini offers a useful and free daily briefing App pick of the week: Sonos RunAs Radio this week: State of WSUS with Adam Brown These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/1000 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: cachefly.com/twit

With Microsoft shattering records for patched vulnerabilities and AI exposing even more bugs, Leo Laporte, Paul Thurrott, and Richard Campbell debate whether this tidal wave of fixes signals progress or just bigger trouble ahead for Windows users. Also, Sonos is back and here's something no one has been able to say for, well, forever: It's new app is great! Plus, Gemini's Daily Brief is surprisingly useful, and it's available for free to everyone in the U.S.MICROSOFT MAKES MAJOR FINANCIAL REPORTING CHANGE The canary in the coal mine has finally been rewarded: Microsoft will dramatically change how it reports earnings, effective immediately. The good: Didn't see this coming, Microsoft will allegedly be transparent about Azure revenues every quarter The bad: A simpler structure means more revenues are being hidden and you can only make accurate YOY comparisons dating back two years now The unknown: What this will really look like in practice How is it possible that Paul has been all over this for years and Wall Street has mostly ignored it? Windows Patch Tuesday arrives - And, yes, it's basically 26H2 New Start, Taskbar, and Windows Search are generally available Is the "real" 26H2 still on track for October or does it just happen whenever? Microsoft fixed almost 1000 security vulnerabilities this month (974), with 723 of them in Windows and 112 of them critical-severity. It has already released over double the number of security patches this year (2760) as it did in all of 2025 (1139). Five new builds drop just ahead of Patch Tuesday updates with three minor new features Project Zenith is a misguided attempt to make Windows better for developers that shows they've learned nothing Microsoft Edge team promises two contrary improvements: Faster extension approvals, better quality It came from IFA Lenovo: Two AMAZING prototype PCs, one of which is imminent as a shipping product. Two killer NVIDIA RTX Spark-based laptops. Colorful laptops and AIO deflate the MacBook Neo balloon nicely. New ThinkCentre desktops and ThinkBook laptops, including a killer AMD-based workstation that can be daisy-chained HP: Three new NVIDIA RTX Spark PCs, one of which is a desktop PC Acer: RTX Spark, gaming handheld, more Key takeaway: NVIDIA RTX Spark is a game-changer Apps Vivaldi adds PWA and address bar improvements Yes, Virginia, Brave is still the fastest web browser AI and dev Newsday and The Seattle Times sue OpenAI and Microsoft for stealing copyrighted content at scale There's a great new documentary about the making of Visual Studio Code out and it's free This is a modern example of how tech limitations can spur innovation, something that happened a lot in the early home computer era and happens a lot less now .NET 11 heads to release candidate phase ahead of November release XBOX and gaming XBOX Cloud Gaming is getting usage caps starting in November and a standalone service is on the way XBOX app is coming to TCL smart TVs XBOX Insiders are testing startup animation choices, Showcase customization, an improved Remote Play experience, background downloads for Cloud Gaming, and more Tips and picks Tip of the week: Gemini offers a useful and free daily briefing App pick of the week: Sonos RunAs Radio this week: State of WSUS with Adam Brown These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/1000 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: cachefly.com/twit

With Microsoft shattering records for patched vulnerabilities and AI exposing even more bugs, Leo Laporte, Paul Thurrott, and Richard Campbell debate whether this tidal wave of fixes signals progress or just bigger trouble ahead for Windows users. Also, Sonos is back and here's something no one has been able to say for, well, forever: It's new app is great! Plus, Gemini's Daily Brief is surprisingly useful, and it's available for free to everyone in the U.S.MICROSOFT MAKES MAJOR FINANCIAL REPORTING CHANGE The canary in the coal mine has finally been rewarded: Microsoft will dramatically change how it reports earnings, effective immediately. The good: Didn't see this coming, Microsoft will allegedly be transparent about Azure revenues every quarter The bad: A simpler structure means more revenues are being hidden and you can only make accurate YOY comparisons dating back two years now The unknown: What this will really look like in practice How is it possible that Paul has been all over this for years and Wall Street has mostly ignored it? Windows Patch Tuesday arrives - And, yes, it's basically 26H2 New Start, Taskbar, and Windows Search are generally available Is the "real" 26H2 still on track for October or does it just happen whenever? Microsoft fixed almost 1000 security vulnerabilities this month (974), with 723 of them in Windows and 112 of them critical-severity. It has already released over double the number of security patches this year (2760) as it did in all of 2025 (1139). Five new builds drop just ahead of Patch Tuesday updates with three minor new features Project Zenith is a misguided attempt to make Windows better for developers that shows they've learned nothing Microsoft Edge team promises two contrary improvements: Faster extension approvals, better quality It came from IFA Lenovo: Two AMAZING prototype PCs, one of which is imminent as a shipping product. Two killer NVIDIA RTX Spark-based laptops. Colorful laptops and AIO deflate the MacBook Neo balloon nicely. New ThinkCentre desktops and ThinkBook laptops, including a killer AMD-based workstation that can be daisy-chained HP: Three new NVIDIA RTX Spark PCs, one of which is a desktop PC Acer: RTX Spark, gaming handheld, more Key takeaway: NVIDIA RTX Spark is a game-changer Apps Vivaldi adds PWA and address bar improvements Yes, Virginia, Brave is still the fastest web browser AI and dev Newsday and The Seattle Times sue OpenAI and Microsoft for stealing copyrighted content at scale There's a great new documentary about the making of Visual Studio Code out and it's free This is a modern example of how tech limitations can spur innovation, something that happened a lot in the early home computer era and happens a lot less now .NET 11 heads to release candidate phase ahead of November release XBOX and gaming XBOX Cloud Gaming is getting usage caps starting in November and a standalone service is on the way XBOX app is coming to TCL smart TVs XBOX Insiders are testing startup animation choices, Showcase customization, an improved Remote Play experience, background downloads for Cloud Gaming, and more Tips and picks Tip of the week: Gemini offers a useful and free daily briefing App pick of the week: Sonos RunAs Radio this week: State of WSUS with Adam Brown These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/1000 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: cachefly.com/twit

Send us a question/idea/opinion direct via text message!The August Cotality Home Value Index is out, showing a -0.4% monthly decline across Aotearoa New Zealand—marking the fifth consecutive month of value contraction. However, looking at property purely through the lens of the "fall from the peak" might be completely skewing our view of the market.This week on the New Zealand Property Market Podcast, Head of Research Nick Goodall and Chief Economist Kelvin Davidson unpack the August data. They explore why looking at the 10-year compound annual growth rate (+3.4% per year) offers a much more realistic picture of the "new normal" for capital gains, while stripping out the artificial post-COVID boom and bust.The guys also break down why Auckland apartments plunged -7.8% over the past year compared to just -2.2% for standalone houses, why dwelling consents keep defying gravity (hitting a 3-year high of 41,000 annually), and review the major trading banks' reactions to last week's 2.75% OCR decision. Plus, Father's Day debriefs, scorched almonds, and the All Blacks' test in Johannesburg.This week we discuss:August HVI Breakdown: Why values fell -0.4% in August (down -1.0% YoY), led by weakness in Te Whanganui-a-Tara / Wellington (-0.6%) and Tāmaki Makaurau / Auckland (-0.5%).The 10-Year Growth Benchmark: Why the 10-year average annual growth rate of 3.4% represents the true baseline for long-term property performance.Property Type Divide: The stark split in Tāmaki Makaurau, where apartments dropped -7.8% over the past year while standalone houses fell only -2.2%.Construction Defies Gravity: Why July dwelling consents rose 10% YoY (41,000 annual running total) despite rising supply and cost pressures.The Bank Consensus on OCR: How ANZ, ASB, Westpac, BNZ, and Kiwibank interpreted the RBNZ's measured 25bps hike to 2.75%.Weekend Sports Wrap: All Blacks fall short in the Ellis Park cauldron, Father's Day rowing sessions, and Northland's upcoming Shield defence against Waikato.Sign up for news and insights or contact on LinkedIn, X @NickGoodall_CL or @KDavidson_CL and email ngoodall@cotality.com or kdavidson@cotality.comThis podcast is for educational and entertainment purposes only and does not constitute financial, legal, or tax advice. The hosts are not licensed Financial Advice Providers in New Zealand. All information is of a general nature and does not take into account your personal situation or goals. Please consult a qualified professional before making any financial decisions.

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Nvidia posted $96B in quarterly revenue and guided to 70% growth next year, then agreed to buy Hugging Face for $12.9B. Trump weighed sweeping chip tariffs, cybersecurity stocks ripped on AI threats, and Instinct raised at $2.5B. Links Nvidia reports Q2 revenue up 106% YoY to $96.22B, above $92.17B est., Data Center revenue up 117% to $89B, above $85.08B est., and net income up 126% to $59.7B (Nvidia) Nvidia guides to ~70% revenue growth next fiscal year, well above the 45% analysts expected, sending shares up as much as 7.6%, though margins will bottom at 71%-72% on memory costs (Bloomberg) Source: Nvidia has agreed to acquire Hugging Face for $12.9B; the AI repository has had several potential suitors among its investors, including Salesforce (The Information) Sources: the Trump administration is weighing sweeping new tariffs on chips and other products like laptops and consoles, despite warnings from tech companies (Politico) Cybersecurity stocks surge, with Okta up 20%+ and CrowdStrike up 15%+, after earnings showed that AI adoption is driving attacks and spending on security tools (CNBC) AI assistant Instinct is raising a $250M Series B co-led by Index and Benchmark at a $2.5B valuation, taking its total funding to $350M since its 2025 founding (The Wall Street Journal) Subscribe to the ad-free feed.

Brian Szytel reports markets were essentially flat, while bonds moved as the 10-year yield rose 3 bps to 4.66; oil was slightly lower amid ongoing Strait of Hormuz deal talk. Economic data was mostly positive, but headline PCE was 0.3 vs 0.2 expected (3.7% YoY) while core PCE matched expectations at 0.2 (3.3% YoY), lifting Fed futures to a 40% chance of a September hike, which he views as largely a token 25 bps timing debate into Q4. He previews Jackson Hole and Fed hawk Warsh, focusing on potential balance-sheet discussion amid Treasury plans to issue more short-term debt and buy back about $4B long-term. A listener question prompts discussion of debt absorption, real yields, overindebtedness as deflationary, and currency depreciation as a release valve, citing Japan's weakening yen alongside rising JGB yields. Other data: durable goods 1.1% vs 0.5%, personal income 0.4% vs 0.2%, spending 0.2, and Q2 GDP unchanged at 1.5% with nominal GDP in the 6s. 00:00 Market Wrap Overview 00:25 Bonds Oil Geopolitics 00:55 PCE Inflation Update 01:38 Fed Hike Odds 02:06 Jackson Hole Treasury Moves 03:09 Balance Sheet QT Talk 04:04 Debt Issuance Explained 05:16 Japan Yen Release Valve 06:04 Other Economic Data 06:45 GDP And Closing Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Amanda Johnson, Senior Director of Global TA at DeepL, joins Kathryne Friend to unpack how she built a data-driven hiring engine across Salesforce, Uber and DeepL. From turning recruiter buy-in into genuine data fluency, to rethinking candidate profiles as AI reshapes how we work — Amanda shares the frameworks behind a 25% YoY productivity increase, improved NPS, and a hiring function that measures what actually matters: right people, right roles, staying power.

FitLife Brands just dropped its Q2 2026 earnings report, showing a massive 65% year-over-year revenue spike to $26.5 million. But behind that explosive headline number lies a much more complicated story of acquisition padding, falling legacy brand sales, and major strategic hurdles. Does FitLife Brands need a "strategic cleanse" to restore true balance? In this comprehensive breakdown, I'll dig deep past the surface-level numbers of the FitLife Brands portfolio. Based on Q2 2026 financial documents and my exclusive notes from the earnings call, I'm analyzing exactly how the company is performing after its massive August 2025 acquisition of Irwin Naturals. I divide the portfolio into Legacy FitLife and Irwin Naturals to uncover the real operational health of the business. While consolidated growth looks stellar on paper due to M&A activity, a sequential quarter-over-quarter growth rate of just 4.8% tells a very different story. Key Topics Covered:Sales Channel Shift: How FitLife has successfully lowered its historic "key customer risk" with retail giant GNC, moving from a digital-first strategy back into heavy wholesale distribution.Legacy FitLife Troubles: Why Legacy FitLife segment revenue plummeted 23% YoY, and how company leadership is using "muddy waters" to obscure individual brand declines.Amazon Algorithm Slump: A look into Mimi's Rock Corporation's low-20s percent YoY decline and FitLife's unexpected partnership with competitive eating champion Joey Chestnut to drive off-Amazon awareness.MusclePharm Misstep: Why attempting to aggressively raise prices on MusclePharm whey protein products backfired, leaving them highly exposed to inflationary commodity cycles without true brand pricing power.Irwin Naturals Silver Lining: Breaking down Irwin's $14.1 million quarter, its rapid 35% sequential expansion into e-commerce, and whether upcoming cost-saving synergies can rescue FitLife's dilutive profit margins.If you are a CPG industry professional, retail investor, or supplement brand builder, this deep dive into functional CPG market dynamics and execution strategy is a must-watch!

OpenPunta de Mita Mexico. Pure heaven. AC/DCWorldCup Play at 0.15.  Videos of foreigners talking about America. Awesome.Play Feynman at 10.29 minMarketsSCHD and VOO ATH. VGT And QQQ off ~5%. 1 year 30% SCHD, 32% VGT and 24% VOO.Leopold LeverageThe fund had gained about 270% after fees this year through May. At that point, it was up more than 1,000% after fees since inception. It had ballooned to well over $20 billion under management, reaching the size of other well-known hedge funds that took decades to build.Example: you have $1000. Borrow $1000. Buy $2000 of stocks. Stocks go down 50%. Your broke.NetflixEarnings letter. TeslaBiggest one day loss EVER. Down 14.5%. One concept keeps me calm: The US needs Tesla and its Robotics for national security. Revenue GrowthSo many changes in last 2 years. Revenue should grow steadily now:  Model YL (sleeper hit), Energy, Semi, Robotaxi (finally!), Optimus (~9 months), Services (up 50% YoY). CyberTruck basic config (delivery in 2027...huge demand!Earnings Deck here. $100b annual run-rate.$28b revenue quarter. Record. 1.48m FSD subscriptions. TeraFAbThis is why we're building the largest chip manufacturing facility ever, with the goal of producing over 1 terawatt of compute per yearAILetter from companies/CEO's urging allowing Open Weights AI models. SpaceXThis tweet if off the charts” ‘https://x.com/stevederico/status/2084779469647266042Play Elon$100 billion ARR by December 2026 (they get here doing "nothing")$1 trillion in revenue as early as 2029Starship heat shield "solved"1 year payback on AI Data Center CapEXEnd of 2027 data center capacity will upwards of 5x (or more)NVIDIA exclusive chip partner for data centers on ground and spaceThey are using learnings from building rockets to build data centers, and it turns out data centers are way way way easier than rockets (means they can go extremely fast)Starlink commercial will be much bigger than consumer and Starlink should deliver most of the world's internetAI will be able to do almost anything in digital world by end of 2027V3 satellites will 10x the bandwidth and will be launched 10x as many as V2.Connectivity demand will explode due to physical AI (self driving cars/humanoid robots)PoliticsFlorida's budgetNewsom Pay to Play from WSJDave Friedberg on CA Tax. Billionaire TaxHoover Institute VideoPodcasts Really enjoyed Tim Robins on spotify. Advice: Never give up. Just show up. Everyone gets a job. Be AI literate.I don't think its hard to be successful in America. Hard = show up everyday, care about your job and your duty. That'st it. Great Coscto example here

Has the CELSIUS growth story gone “stone cold” or are temperatures about to heat up once again? Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $817.9 million, which was up 11% YoY. Excluding the Rockstar Energy acquisition-related financial impact, Celsius Holdings revenue would've only increased 1.6% YoY. CELSIUS had revenue of $387 million, which was down 11.6% YoY. Alani Nu had revenue of $364.4 million, which was up 20.9% YoY. And then lastly, Rockstar Energy had revenue of approximately $66.5 million. According to recent 13-week retail sales data, CELSIUS decreased by 2% YoY...remaining the third-largest energy drink brand in the category with a dollar share of 9.5%. Alani Nu increased retail sales 55.7% YoY and is now the dominant fourth brand in the U.S. energy drinks market with dollar share of 8.7%. And Rockstar Energy retail sales decreased 13% YoY and is still a Top-10 largest U.S. energy drink with dollar share of 1.9%. If we look at Celsius Holdings combined brand portfolio, it reached 20% of dollar share...ranking it third and trailing only Red Bull and the combined Monster Beverage portfolio. Additionally, while Celsius Holdings has a large lead on the combined Keurig Dr Pepper (controlled) brand portfolio of GHOST, C4, and Bloom…that lead is shrinking relatively quickly due to the extreme growth of Bloom. Things drastically shifted for CELSIUS because of the August 2022 distribution and investment deal with PepsiCo. Additionally, when Celsius Holdings took ownership of the Rockstar Energy brand last quarter, it designated them the PepsiCo strategic energy drink captain. Also, another major aspect of “Celsius Holdings and PepsiCo strengthening its long-term strategic partnership” was the transition of Alani Nu distribution into the PepsiCo DSD system starting December 2025. So then, in my latest first principles thinking content piece, I'll explore several key factors surrounding why the next 12-18 months will define the future of the Celsius Holdings brand portfolio.

Google shook up its AI leadership, kicking Demis Hassabis upstairs while Jeff Dean and Sanjay Ghemawat left to found Discovery Loop. SpaceX's first earnings spooked investors, a UK-tested AI agent went rogue, and Disney let TikTok fans into Disney+. Links Google just announced a major shakeup of its top AI leadership (The Verge) SpaceX reports Q2 revenue up 92% YoY to $7.8B, vs. $6.81B est., AI operating loss of $1.26B, vs. $2.39B est., says capex in Q3 and Q4 will remain similar to Q2 (Bloomberg) An AI agent went rogue during UK safety tests, creating fake identities and launching social engineering attacks unprompted (The Decoder) Disney announces a global deal with TikTok to bring "thoughtfully curated" fan-created short-form videos based on Disney's IP to Disney+'s vertical Verts feed (The New York Times) Subscribe to the ad-free feed.

With “protein mania” pushing the macronutrient into top-of-mind status (arguably creating more purchasing impulsivity), is it finally time for Premier Protein to embrace the “single life”? BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein and Dymatize Nutrition, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in above average categorical growth rates and increased household penetration of RTD protein shakes that promote active lifestyles. Additionally, powders are becoming more mainstream, and category proliferation has created an environment where more consumers are purchasing both every day and performance nutrition positioned protein products at grocery stores and mass retailers. Bellring Brands reported 2026 Q3 net sales of $570.4 million, which was up 4.2% YoY. Premier Protein (~85% of BellRing Brands total revenue) increased by 0.7% YoY, driven by volume growth but partially offset by a decrease in price/product mix. Dymatize Nutrition was up 26.7% YoY, driven by higher average net selling prices. Moreover, I provide deep dives into Premier Protein RTD protein shakes business activity, along with examining similar metrics surrounding the protein powders from Premier Protein and Dymatize Nutrition. But then, Michael Axelrod officially took over as the new CEO of BellRing Brands. And you might be asking yourself, who is Michael Axelrod…and can he help improve performance and better translate category leadership into more consistent, profitable growth over time. In all honesty, since he only started a handful of days ago…and hasn't laid out his strategic initiatives yet, I'm not totally sure. But here's what I'll say, Michael Axelrod has extensive up- and downstream CPG industry experience…and trust he'll strengthen execution and improve operational discipline (most notably involving Premier Protein's regionally diverse contract manufacturing network). However, here's my biggest concern…can he effectively transition Premier Protein into this “full-fledged beverage company,” a much-needed strategic reality that previous leadership seemed hellbent on not embracing. And in a market where “singles” are quickly becoming a larger share of the total RTD protein shakes market, Premier Protein must think more deeply about not only its DSD distribution strategy but organizational structure. Right now, the RTD protein shakes category is more dynamic and competitive than ever, thus for Premier Protein to remain the market leader it will require not only greater operational discipline but new capabilities.

In this podcast episode of Calibrate: a Real Estate Podcast, Kyle Malnati invited Scott Ratthbun back for a 3rd episode but this time as a keynote speaker before a live audience at a Mastermind Event for top Real Estate Agents in Colorado. Scott Rathbun is the President and Owner of Apartment Appraisers and Consultants (AA&C) . He discusses the current state of the housing market (both for sale and multifamily rentals) in the Denver Metro Area. This episode provides valuable insights and data-driven analysis for real estate professionals and decision-makers in the Denver Metro Area, as they navigate the current market conditions and plan for the future. Here are key takeaways: Vacancy decreased 115 basis points (bps), from 7.47% last quarter to 6.32%, down 7 bps YoY. Overall vacancy (including properties in lease-up) decreased 147 bps during the quarter to 9.46% and down 142 bps YoY. Absorption of conventional apartments increased from 2,783 units in 1Q 2026 to 6,760 units in 2Q 2026. The T12 absorption increased to 14,220 units, the highest T12 figure in the 22-year history of our survey. The demand for apartments remains high due to the increasing unaffordability of homeownership, leading to a delay in the transition from renting to owning.  The apartment market has been overbuilt in year's past, resulting in rising vacancy rates and the need for landlords to offer significant concessions to attract tenants. These concessions are showing to be improving absorption and vacancy rates, but concessions still remain high.  Check out our last episode with Scott HERE: http://bit.ly/4pJhYqS  

This week, I detail Comcast's Q2 earnings, which, for the first time in six years, showed Peacock had a positive quarter, with $189 million in EBITDA. This positive news was offset by the loss of 280,000 cable TV subscribers and 167,000 broadband residential customers, with total company revenue down 1.2% YoY.I discuss the news that Roku is raising the MSRP of its streaming sticks and boxes from $10-$50, depending on the model, noting that the largest portion of Roku's overall device unit volume comes from the sale of third-party Roku-made TVs by OEM partners, not Roku boxes.Finally, I detail the final FIFA World Cup viewership numbers from YouTube, Cazé TV, TikTok, Fox/FOX One, and Telemundo/Peacock, highlighting the different measurement methodologies used, and mention Telemundo becoming the exclusive U.S. Spanish-language rights holder for the next UEFA men's club competitions.Podcast produced by Security Halt Media

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Today's Post - https://bahnsen.co/4yKPl0J The Monday Dividend Cafe reviews a volatile market session where early gains faded despite oil dropping on renewed Iran-talk hopes; the Nasdaq finished slightly down, the S&P flat, and the Dow up 0.5%. The host flags NVIDIA's move to guarantee $250B in financing for an OpenAI data center and notes NVIDIA fell 5%, while highlighting widening CCC credit spreads as a developing risk signal. Sector performance showed rotation rather than broad risk-off, with staples up and energy down on the day, and notable dispersion across semiconductors and software. Policy coverage includes a six-month tariff extension shifting toward Section 301 (10–12%) with expected legal challenges, plus midterm implications tied to Michigan's Senate race. Economic notes: durable goods strength largely driven by data centers; new home sales up modestly but down YoY with prices off peak. Ahead: FOMC under Chair Warsh, balance-sheet tightening possibility, and ongoing earnings season. 00:00 Monday Market Rundown 00:15 Oil Hopes Fade 01:30 NVIDIA Financing Shock 02:21 Credit Spreads Warning 04:00 Sector Rotation Month 04:45 Semis And Software Dispersion 06:21 Tariffs And Trade Policy 07:49 Midterms Michigan Bellwether 10:11 Durables And Data Centers 10:51 Housing And Mortgage Lock In 11:58 Warsh Fed Meeting Preview 14:32 Oil Move And Midstream 14:45 QandA Links And Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Demis Hassabis proposed a US-based frontier AI standards body modeled on FINRA. IBM's stock cratered 20% on a Q2 miss from chip-spending shifts, Spotify launched a voice-control feature, Kalshi debuted an AI compute forward curve, and Anthropic studied Claude's values. Demis Hassabis proposes a US-based Standards Body for "Frontier-class" AI, modeled after FINRA; labs would share models for review up to 30 days before release (X) Demis Hassabis proposes a US-based Standards Body for "Frontier-class" AI, modeled after FINRA; labs would share models for review up to 30 days before release (The Verge) IBM reports preliminary Q2 revenue up 1% YoY to $17.2B, below $17.9B est., as CEO Arvind Krishna says customers are shifting spending to chips; IBM falls 20%+ (Bloomberg) Spotify launches a Talk to Spotify feature that lets users create playlists and more, rolling out in beta to Premium users 18+ in the US, Ireland, and Sweden (Engadget) Kalshi launches a forward curve tool for AI compute, using event contracts to track the future rental costs of GPUs, storage, and memory (Bloomberg) Simulating everything, sort of: The promise and limits of world models (Ars Technica) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft laid off ~4,800 employees and gutted Xbox by 3,200 jobs while divesting five studios. Samsung's profit rocketed past Nvidia's, Meta faced a $1.4 trillion lawsuit demand, xAI rebranded to SpaceXAI, and Anthropic researchers found a hidden "J-space" inside Claude. Microsoft is laying off ~4,800 employees, or ~2.1% of its workforce; most are in sales or Xbox, where ~20% of jobs are set to be cut by the end of FY 2027 (The Verge) Microsoft's Xbox to Cut 3,200 Jobs, Divest Five Studios in Major Overhaul (Bloomberg) Samsung estimates Q2 operating profit of ~$58.44B, a 19-fold jump from a year earlier and above a ~$57.02B estimate, and revenue up 129% YoY to ~$111.7B (Reuters) Samsung estimates Q2 operating profit of ~$58.44B, a 19-fold jump from a year earlier and above a ~$57.02B estimate, and revenue up 129% YoY to ~$111.7B (WSJ) Court filing: Meta says four US states seek $1.4T over claims it designed Facebook and Instagram to addict youth and misled the public; its market cap is ~$1.5T (Reuters) xAI rebrands to SpaceXAI and unveils a new logo; Elon Musk said in May that xAI would be dissolved as a separate company and become the AI products from SpaceX (Business Insider) Anthropic researchers detail J-space, a small set of neural patterns in Claude that reveals internal thoughts that don't appear in the model's output (Anthropic) Anthropic researchers detail J-space, a small set of neural patterns in Claude that reveals internal thoughts that don't appear in the model's output (VentureBeat) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Szytel recaps markets on June 30, the last day of Q2, noting a strong first half for the Dow and the best Nasdaq quarter since 2020, with tech leading as the Dow rose 136 points, the S&P 500 gained 0.8%, and the Nasdaq rose 1.5% while the 10-year yield increased 8 bps. He highlights the Japanese yen at its weakest versus the dollar in over 40 years (~162), describing the yen carry trade and warning that BOJ interventions (about 11 trillion yen) and rate hikes could trigger volatility like August 2024. He also discusses rising system leverage, with margin debt up 54% year over year to about $1.4T and the risks of triple-leveraged single-stock ETFs for retail investors. Economic data included weaker consumer confidence, stronger JOLTS openings with steady quits, lower Chicago PMI, and softer Case-Shiller home prices (down monthly, +0.7% YoY). 00:00 Market Wrap Q2 Finale 01:32 Yen Weakness And Carry Trade 02:40 BOJ Intervention Risks 03:47 Leverage Rising In Markets 04:22 Margin Debt And Leveraged ETFs 05:51 Economic Data Roundup 06:48 Closing Thoughts And Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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Brian Szytel hosts Dividend Cafe on Thursday, June 25, describing a mixed but slightly positive market with a growth-to-value rotation as equal-weighted indexes outpaced cap-weighted, rates dipped, and oil rose slightly while Brent returned near pre US-Iran levels; despite one major AI semiconductor earnings beat lifting parts of the space, much of tech was down. He reviews heavy economic releases: May PCE inflation met expectations (0.4% headline, 0.3% core; core PCE 3.4% YoY), Q1 GDP was revised up to 2.1%, jobless claims beat expectations, durable goods fell as expected, and personal income and consumer spending exceeded forecasts, with five of six items better than expected. He highlights dividend growth using a 2000 S&P 500 example where a 1.2% yield grew to about 5.5% cash-on-cash over 26 years, and discusses private credit redemption gates, diversification, and software-sector stress as a key risk versus a systemic collapse. 00:00 Market Snapshot 01:03 Economic Data Rundown 02:36 Value Rotation Drivers 02:45 Dividend Growth Power 04:36 Ask TPG Private Credit 05:11 Run on Bank Explained 06:49 Wrap Up and Weekend Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com