Podcasts about ytd

Brian Szytel recaps a positive market day with the Dow up about 160 points, the S&P up roughly a third of a percent, and the Nasdaq up two-thirds as rates fell (10-year down seven basis points to 4.63) and oil dropped about 4.5%, aiding a tech and semiconductor/AI rotation. Economic data came in weaker, including slightly lower consumer confidence, softer new home sales, and a weaker Richmond Fed manufacturing index, reinforcing macro-driven moves. He notes the S&P is up about 12% YTD while earnings rose around 15–16%, leading to multiple contraction to about 18.8x forward earnings, though other valuation measures (EV/sales, Shiller CAPE, price-to-book/sales, and price-to-free-cash-flow) remain near historically overvalued levels. He also addresses declining prime-age male labor participation and argues immigration trends show little correlation, pointing instead to broader societal and economic factors. 00:00 Welcome and Setup 00:18 Market Rally Recap 00:41 Rates Oil and Data 01:50 Earnings and Multiples 02:44 Valuation Reality Check 03:28 Rotation to Value 04:04 Labor Force Demographics 06:13 Wrap Up and Disclosures Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

She sold 110 homes in a single year—and still lost $500,000. In this candid conversation, broker-owner Lisa Chinatti unpacks the hard lessons and the rebuild that took her teamerage from chaos to one of the most productive organizations in Massachusetts. If you lead a team or plan to, this playbook on recruiting, standards, and structure will save you time, money, and heartache. In this episode: Teamerage structure: ~130–140 agents supported by 25 W-2 staff, including ops, sales managers/trainers, ISAs, and TC Founder-led recruiting vs. recruiter-led: 75% vs. 25% new-agent productivity in the first 90 days—and why it happens Expectation-led recruiting: leading with standards (10 Days of Pain, relationship-first follow-up) instead of perk selling Multi-pillar recruiting: new licensees at the wrong brokerage, agents burned on teams, and lightly seasoned agents who are stuck Treat candidates like listings: FSBO/expired analogies, scripts, objections, and follow-up cadence Sourcing: job boards plus targeted cold-calling using segmented market/roster data The year of 110 deals and a $500K loss—and the operational fixes that stopped the bleed Rebuild outcomes: 330 closed/pending YTD and 50 agents onboarded since Jan 1  

Enerji ve teknoloji alanlarında iş yönetimi danışmanlığı faaliyetlerinde bulunan, multidisipliner kamu politikaları üreten Glocal Grup Danışmanlık'ın sunduğu Varsayılan Ekonomi'nin yeni bölümünde, Ekonomist Enes Özkan ve Enerji Uzmanı Eser Özdil; Hürmüz Boğazı'nda devam eden gerilimi, bu gerilimin enerji piyasalarına ve dünya ekonomisine yansımalarını değerlendiriyor.https://groupglocal.com/contact/ #reklam #işbirliğihttps://tazi.tech/00:00 Giriş00:30 Bir Yaz Gecesi Rüyası ne demek?01:10 Finans sektörünün petrolle "irrasyonel" ilişkisi03:15 Arkadaşlar, yayını başta beğenip eş dostla paylaştıysak: patreon....04:10 Her şey, bir enerji türüdür05:55 Petrol sadece petrol değildir: enerjiden üretime, tüketime... neden önemli?10:35 Bu kadar belirsizlik içinde petrol neden 100 doların üzerinde neden kalıcı olmuyor?17:30 İranlılar Trump'ı neden çıldırttı?19:10 Katar'ın LNG'den çıkışı, bu kış çok hissedilecek20:20 Şu aşamada İran için en "mantıklı" şey petrol ihracı için anlaşmak22:10 Umut olarak ne var sorusuna yanıt28:55 TÜPRAŞ'ın yatırımcı sunumundaki öngörülere dair: Peak Oil, petrolün zirvesi/çöküşü ne zaman?38:00 ABD enflasyonun Türkiye ve dünyaya etkisine dair42:00 İran ile Umman mekanizması45:30 Hürmüz Boğazı açılacak, açılmalı49:00 Biz bu enerji piyasasında ne olacağını hiç bilemeyecek miyiz?53:40 Hocam FROTO hissesi ne zaman yükselecek? (YTD)55:20 Hürmüz Boğazı bypass edildikçe riskin boru hattı, terminal ve alternatif rotalara yayılmasındaki risk değerlendirmesi57:55 Eser Hoca'mın bisikletleri (Tazı) çalışmaya başladı mı?⌨️━━━━━━━DAKTİLO1984 AİLESİNİN BİR PARÇASI OLUN!━━━━━━━⌨️

The UK property market has spent much of 2026 looking weaker than last year, but the latest figures suggest the gap may finally be narrowing. In Week 30, 24.7k homes sold subject to contract, net sales moved back in line with 2024, and July appears to have delivered a noticeably stronger finish than many expected. It is too early to declare a Burnham Bounce, but after a difficult late spring, there are at least signs that the market has found a little momentum. This week, I am joined by property economist Adam Lawrence from Properomics to dig beneath the headlines and examine what is really happening with listings, price reductions, sales, fall-throughs, exchanges and stock levels. We also head to Maidstone for a detailed review of its estate and letting agents, revealing the huge differences in market share, pricing strategy, fall-through rates and the chances of a homeowner actually reaching exchange and completion. The main stats for UK property market stats for week 29, week ending 26th July 2026.

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On August 4, Brian Szytel recaps a massive cross-asset rally as markets price hopes of a deal to reopen the Strait of Hormuz: oil fell 6% to $75, the 10-year yield dropped 7 bps to 4.61%, and stocks and bonds rose (Dow +907, S&P +1.8%, Nasdaq +2.6% led by semis/AI). He notes the market has become desensitized to Middle East risk and remains skewed upward with major indexes up 12.5%–14% YTD, but highlights unusually violent, bifurcated single-stock moves around earnings as investors struggle to discount AI impacts amid accounting and borrowing stresses. He warns leverage amplifies drawdowns, citing July deleveraging and a 4:1-levered AI hedge fund collapsing after a 67% drawdown. Economic data: job openings 7.3M (in line/slightly low), factory orders -0.3% vs +0.3% expected, trade deficit $73.3B. He answers a viewer question on inflation, explaining the Fed can influence money supply via its balance sheet but can't directly control velocity, relying on multiple tools including interest on reserves, and references efforts to shift narratives back toward market-set pricing. 00:00 Market Rally Recap 00:16 Oil Rates And Geopolitics 01:50 Year To Date Performance 02:10 Wild Stock Reactions 02:56 AI Accounting And Volatility 03:33 Leverage And Hedge Funds 04:41 Economic Data Check 05:26 Fed Money Supply Question 05:57 How The Fed Tools Work 07:47 Wrap Up And Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

DRMatternet Appoints Starbucks EVP Sanjay Shah to Board of DirectorsDeveloper of commercial drone delivery systems for urban and suburban environmentsCEO/founder Andreas Raptopoulos: M.A. in Industrial Design Engineering; Diploma of Imperial College in Industrial Design Engineering; Diploma in Mechanical EngineeringChris Dawson: M.B.A. from INSEAD.Sanjay Kotte: B.B.A. in finance and management; M.B.A. and J.D.Laurence Marton, M.D.: expert in drug development, polyamine metabolism, and cancer research,Saurabh Ranjan: certification in human resource and law; M.A. and M.B.A.No female directors or executives but now a second Sanjay: IN OR OUTSanjay Shah: B.S. in Mechanical EngineeringStarbucks Chief Supply Chain OfficerSVP of Operations, GopuffCOO, Beyond MeatSVP, TeslaVP of North American Customer Fulfillment, AmazonAAON Increases Board Size and Appoints Robert L. Buttermore III, and Patrick J. Jermain as Independent DirectorsBefore 2/9 F now 2/11 FAAON manufactures heating, ventilation, and air conditioning equipment for commercial and industrial indoor environments IN OR OUT: Robert L. Buttermore III: BS mechanical engineeringChief Supply Chain Officer of Rockwell Automation, one of the world's leading industrial automation and digital transformation companiespreviously led Rockwell's Power Control business and oversaw strategic expansion initiatives supporting industrial, semiconductor, energy, HVAC, and data center customers. IN OR OUT: Patrick J. Jermain: MBAFormer CFO PlexusAdministration and Management: 100%. The others:Caron A. Lawhorn: former CFO, ONE Gas, Inc.Stephen O. LeClair: MBA, Chair/former CEO, Core & MainBruce Ware: MBA, CEO, One America Bancorp Inc., a financial institution that he founded to provide niche financial and banking servicesUber's Strategy for Fighting Sexual Assault Suits: ‘What Were You Wearing?'IN OR OUT on the board skillset: Consumer and Digital Experience: “Background in the development and improvement of consumer experiences with a company's products, services, and brand, including through a digital interface.” AND Sustainability and Human Capital Management: “Experience in corporate responsibility, human capital management, and managing sustainability initiatives.”Who is in BOTH?Arora: CEO, Palo Alto Networks (cybersecurity); SoftbankBurns: Former CEO/Chair Xerox; currently invests in techEckert: Partner at PE firm; former CEO MattelGinsberg: Partner at PE firm; former CEO Match GroupKhosrowshahi: CEO; former CEO ExpediaSugar: Former CEO Northrop Grumman (war); Apple: Foxconn suicide machineWynaendts: former CEO Aegon (life insurance); Deutsche bankIN OR OUT on Chief Legal Officer Tony West: “Why safety is personal to me”Uses past public service as a human shield for his current corporate ruthlessness: West spends roughly a third of the statement reciting his resume (prosecuting child exploitation, doing pro bono work for domestic violence survivors, and overseeing the Office on Violence Against Women under Obama) which is why “I would never support or condone conduct—inside or outside a courtroom—that fails to treat women and survivors with dignity and respect”West was a chief architect and defender of Uber's ruthless campaign to pass Proposition 22 in California. Uber and other gig companies spent hundreds of millions of dollars to exempt themselves from state labor laws, ensuring their drivers remained classified as independent contractors without a minimum wage, healthcare, or sick leave.Blames “the system:” “I'll be the first to say that our adversarial legal system can be particularly tough for survivors. By its nature, the trial process is designed to extract facts ... And the fact that all of this occurs in public view makes it all the more difficult …” “The system" isn't asking victims what they were wearing—Uber's highly paid defense attorneys areWest is shifting the blame from his own legal department's aggressive, victim-blaming litigation strategies onto the abstract concept of the "adversarial legal system."the New York Times and unsealed court documents from the multidistrict litigation (MDL) reveal, once a survivor steps into a courtroom, Uber's high-priced defense lawyers resort to classic, traumatizing victim-blaming. Asking women what they were wearing or weaponizing their personal histories to discredit them is a deliberate strategy to minimize corporate payoutsCherry picks one favorable moment: West quotes a single federal judge from a February trial who praised Uber's attorneys, saying they did not engage in "the slightest bit of shaming" and that he wanted it "clear on the record."one favorable quote from one judge in one specific trial: "Look, this one guy said we're nice, so the New York Times must be lying."Bullshits the bigger picture: “Uber was among the first companies to end forced arbitration and mandatory confidentiality agreements in matters involving sexual assault and sexual harassment”Yes, they ended individual forced arbitration, but they fought ruthlessly to ensure survivors still cannot form class-action lawsuits. Forcing victims to fight Uber one-on-one is a massive legal advantage for the companyLies about ESG data: “Uber was also the first—and continues to be one of the only—companies to voluntarily and consistently publish data on the reports of sexual assault”They published "safety data," but as the Times revealed, they hid hundreds of thousands of complaints by categorizing them as "unaudited" or "less serious."While Uber publicly reported a few thousand incidents, internal documents showed they received over 400,000 reports of sexual assault or misconduct between 2017 and 2022.Jefferies ESG chief says investors overstate SpaceX governance risksAniket Shah, Jefferies' global head of sustainability: Investors who avoid SpaceX because of Elon Musk's extraordinary control over the company may be letting governance concerns outweigh potential long-term returns"The idea that there's an — in quotes — acceptable form of good governance" is one that "I highly question," Shah said. "People who try to put governance into some kind of straight-jacket are too simple-minded and, frankly speaking, not looking at data."“Investors who rely on governance checklists alone risk overlooking companies capable of generating substantial long-term returns, particularly founder-led businesses that concentrate decision-making power in a single executive.”IN OR OUT on SpaceX? Did he change your mind?Does this help change your mind? Bill Ackman Says "Never Bet Against Elon," Even as He Passes on SpaceX Stock. Here's Why He's Staying Out.IN OR OUT on SpaceX? Did Bill change your mind?IN OR OUT based on this headline: Mark Zuckerberg Says AI Will Create An 'Infinite' Instagram: outlined a vision where AI-generated content becomes a third major source of contentMark Zuckerberg and Priscilla Chan's school is the latest billionaire education experiment to collapse: The Primary School closed after nearly a decade, following disappointing outcomes and a shift in the Chan Zuckerberg Initiative's philanthropic priorities from social advocacy toward scientific philanthropyThe Primary School was a passion project for Chan, who regularly visited the campus, read books to kindergartners, and appeared in a curriculum video with Sesame Street's ElmoDespite her hands-on approach, the school struggled with some of its nontraditional elementsTeachers, for instance, were required to sign nondisclosure agreements, and the school experienced high turnover among principals.Finding the right curriculum and policies also proved challenging as administrators tried to determine the best approach to teaching students.Chan told The Wall Street Journal last year: “The outcomes just weren't where [the board] would have wanted them to be or, frankly, anyone would have wanted them to be.”IN OR OUT on the Chan Zuckerberg Initiative?MMIN OR OUT: Your AI strategy isn't failing because of bad design. It's because your team doesn't believe in youWhich is more likely - the team is rejecting AI or the messenger?In which case, IN OR OUT round - if you were employed by the following, and they said you were going to execute an AI strategy, you buying or selling?Mark ZuckerbergALL IN BABY! FIRE EVERYONE! SELLJamie Dimon“Total redeployment” BUYBill Brown, CEO at 3MAsk3M - product innovation using AI (talk to a chatbot and get ideas I think?) SELLKelly Ortberg, CEO at Boeing“Intelligence” - enhance spec drawings and productivity? They're not going deep on AI yet, no money BUYBrian Cornell, Target not-CEO-but-actually-CEOOne bullet: Using data and technology in new ways to strengthen inventory planning, improve in-store consistency and enhance guest interactions SELLSpaceX's first-ever earnings report comes with stock under pressure: Q2 previewStraight up, IN OR OUT - buying SpaceX with it cheap or selling?Elon Musk still runs it like an uncontrolled dictator with sycophants surrounding him!Aniket Shah says you shouldn't be so parochial about that or you'll miss “generational wealth event” like with Facebook, because Facebook was good for everyone!Musk rumored to be building an entire telco (or buying one) because his personal net worth can afford to buy him Verizon and still have almost $800bn left over!Everyone calling this a “test”, but it doesn't matter since the only thing you can do is buy or sell!Meritocracy claims make managers pay men more than equally qualified womenIN OR OUT: MEN OR WOMENStarbucks CEO Earns 1,794 Times More Than the Average Worker: Here's Why He's Paid $31MIN or OUTThe turnaround strategy is working - Niccol made more than any other restaurant CEO per share, stock is up!Starbucks pay committee is a mess of overpaying, interconnected directors: Ritch Allison (chair) bats .249 on pay ratio, Andy Campion bats 0.041, Mike Sievert 0.067, Neal Mohan 0.031. These are literally the among the highest paying directors in the database - so did he earn it or do these people not care and pay egregious amounts?ALL the execs make a lot - is it a good sign when all the execs get PAID, since they're making money in stores?Not EVERYONE is making money - Starbucks not only regressed its offer to the union, they sued them to no longer use the Starbucks logo (which is so fucking petty), and Niccol refused to negotiate with them at first and excluded them from the bonus poolStock is up 20% YTD, 15% in last year! Beating the S&P (slightly)!

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Here are the UK property market stats for week 29, week ending 26th July 2026.

Here are the UK property market stats for week 27, week ending 12th July 2026.

Small caps are outperforming YTD… by some measures breaking 30-year records. Can this trend last through 2026 and beyond?    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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47,000 Fewer UK House Sales Agreed Than in 2025 UK house sales agreed are currently 6.8% behind 2025 year-to-date levels, equating to around 47,000 fewer sales. That is the headline the doom-mongers will grab. Yet the wider picture is far more balanced. Sales agreed remain 44,000, or 7.3%, ahead of pre-Covid levels, and 62,000, or 10.3%, higher than at the same point in 2023. So yes, the market has cooled compared with the unusually strong conditions of 2025. However, it is not collapsing. The real story is that the market remains active, but buyers have more choice, sellers face more competition and realistic pricing matters more than it did a year ago. The danger is not the market itself, the danger is interpreting one negative comparison without looking at the longer term context. Here are the property market stats for week 26, week ending 5th July 2026.

MN Nuclear energy future, YTD paid leave costs, Jeff from Superior mentioned Ken Buehler, Wild/Twins/WX Talk, what is the chaos damage and harmful agenda that Trump is being accused of, Ramsey Co. sheriff calls out Somali gangs, do Dems protect fraudulent behavior, and more... See omnystudio.com/listener for privacy information.

Had an awesome July 4th

UK Home Sales Slide 9.4% in June Across the first four full weeks of June 2026, 99k UK homes sold subject to contract, were down 9.4% on the same period in 2025 (109k). For context before all the doom mongers get on their high horses … 103k in June 2024 92k in June 2023 So, the headline numbers are as follows …

Bitcoin just had its WORST ETF month in history — $4.1 BILLION pulled in June, with BlackRock's IBIT alone accounting for $3 billion — while gold is holding $4,000 even as the US and Iran traded fresh attacks in the Strait of Hormuz. Bitcoin is now down 30% YTD and on track for a second straight quarterly loss, with legendary investor Jeremy Grantham — who called both the dot-com and 2008 crashes — predicting on CNBC that Bitcoin will "dwindle away with a whimper." Meanwhile Peter Schiff just issued a fresh Saylor warning: MSTR can't sell Bitcoin without crashing the market, and even STOPPING buys would crush the price. Brad Garlinghouse called STRC's slide below par a "damning indictment" of Saylor's strategy as Strategy stock hit its lowest level since February 2024. Saylor responded by teasing more buying with his "we're gonna need more charts" post. We break down whether gold has officially won the safe-haven trade — and what Thursday's Jobs Report could mean for Bitcoin's July. Learn more about your ad choices. Visit megaphone.fm/adchoices

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UK Home Sales Slide 10.4% in June as Every Region Falls Behind 2025 Week 24 has delivered a noticeably softer picture for the UK property market. Across the first three full weeks of June 2026, 75k UK homes were sold subject to contract, down 10.39% on the same period in 2025. That represents 7.8k fewer sales agreed than the 82.8k recorded during the first three full weeks of June last year. With every UK region reporting a decline (full breakdown of the regions below), it would be wrong to pretend that the market has not become more challenging. Yet the comparison needs context. The first 3 weeks of June in 2024, 77.8k homes went sold STC, down by a more modest 2.8k sales, or just 3.8%. Also, when compared with 2023, the picture is stronger. Just 70.2k homes were sold STC during the equivalent period that year, meaning 2026 is ahead by 4.8k sales, an increase of 6.45%. So, UK home sales have undoubtedly lost momentum compared with an unusually strong June 2025. However, this is not a market that has stopped. It is a market operating below last year's peak, broadly alongside 2024, and still comfortably ahead of 2023. Regional Breakdown below Detailed breakdown of the main stats

June 2026 Sustainable Stock and ETF Picks. Includes articles on the best fuel cell stocks and Canada's most sustainable companies. By Ron Robins, MBA Transcript & Links, Episode 168, June 26, 2026 Hello, Ron Robins here. Welcome to my podcast episode 168, published on June 26, 2026, titled "June 2026 Sustainable Stock and ETF Picks." Now, before I begin, I want to apologize if my voice at any time sounds a little rough! This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 16 articles for you in this podcast! Note: Sometimes companies are covered more than once. Now with so many articles to potentially cover, I've chosen 4 to quote from. Titles and links to the other 12 can be found on the webpage for this podcast edition. ------------------------------------------------------------- Fuel cell stocks have attracted considerable investor attention recently, particularly for their potential to power AI data centers. Here is the first of two articles concerning their extraordinary rise in 2026. You could glean from these articles if investing in them still makes sense for you. Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy? The first article is titled Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy? From finance.yahoo.com. It's by David Moadel. Here are some key quotes from Mr. Moadel. "Fuel cell stocks have been one of 2026's loudest comeback trades, but the leaderboard isn't close. Bloom Energy stock has crushed its two main peers year to date (YTD), riding AI data center demand and a string of earnings beats. FuelCell Energy stock sits in a distant second, and Plug Power stock rounds out the trio… Bloom Energy: (NYSE:BE) The Clear 2026 Leader Bloom Energy stock is up 219% YTD in 2026, far ahead of its fuel cell peers. Shares trade at around $278, and the company carries a market cap of roughly $79.09 billion, which dwarfs Bloom Energy's rivals. FuelCell Energy: (NASDAQ:FCEL) A Distant Second FuelCell Energy stock is up 135% YTD in 2026, a strong rebound but well behind Bloom Energy stock. Shares trade at $17 and change, with a market cap near $1.16 billion. Plug Power: (NASDAQ:PLUG) Third Place Plug Power stock is up 42% YTD in 2026, the weakest finish among the three names. Shares trade at $2.81, making PLUG stock a low-priced name that could swing hard on news. What to Watch From Here The 2026 scoreboard for Bloom Energy, FuelCell Energy, and Plug Power tells a clear story. Bloom Energy leads on both share-price performance and underlying business momentum, while FuelCell and Plug Power are riding sector enthusiasm off low bases. Investors weighing their exposure may want to moderate their position sizes given how far these names have already run." End quotes. ------------------------------------------------------------- Bloom Energy vs. FuelCell Energy: Which Clean Energy Stock Leads The second of the two articles on the fuel cell stock boom is this one. It's titled Bloom Energy vs. FuelCell Energy: Which Clean Energy Stock Leads. It's by Jewel Saha at Zacks. Now some top quotes from the article. "Key Takeaways Bloom Energy shows bigger 2026-2027 EPS estimate gains over 60 days than FuelCell Energy. Bloom Energy's return on invested capital is 5.67% versus FuelCell Energy's -14.9%, showing a wide efficiency gap. FuelCell Energy has lower debt-to-capital, but Bloom Energy led in 1-year share price gains. Bloom Energy (BE - Free Report) is well positioned to benefit from rising demand for reliable, low-carbon and on-site power solutions. Its solid oxide fuel cell technology delivers highly efficient and ultra-clean electricity, enabling businesses to reduce dependence on increasingly stressed power grids. FuelCell Energy (FCEL - Free Report) also offers investors exposure to the growing market for clean, reliable and distributed energy solutions. The company stands to benefit from increasing adoption of hydrogen production, carbon capture technologies and on-site energy systems designed to reduce grid pressure while supporting decarbonization goals Bloom Energy & FuelCell Energy's Earnings Estimates The Zacks Consensus Estimate for Bloom Energy's earnings per share in 2026 and 2027 implies an increase of 50.39% and 38.19%, respectively… The same for FuelCell Energy's earnings per share in 2026 and 2027 remained unchanged. Return on Invested Capital Return on Invested Capital (ROIC) measures how effectively a company uses debt and equity to generate profits. It shows the return earned on each dollar invested and helps investors evaluate how efficiently management allocates capital to value-creating opportunities. ROIC of Bloom Energy is currently pegged at 5.67% against FuelCell Energy's negative 14.9%. Debt to Capital & TIE Ratio These firms need substantial funding for research and development, production expansion and large-scale project builds. FuelCell Energy's current debt to capital is 17.54% compared with Bloom Energy's 73.3%. The Times Interest Earned (TIE) ratio, commonly referred to as the Interest Coverage Ratio, evaluates a company's ability to meet its regular interest obligations using operating earnings. At present, Bloom Energy's TIE ratio is 1.3 against FuelCell Energy's TIE of negative 16.6. Valuation Bloom Energy's shares are trading at a premium compared with FuelCell Energy's shares on a Price/Sales F12M basis. Bloom Energy's shares are presently trading at P/S F12M of 17.86X compared with FuelCell Energy's 6.85X. Price Performance In the past year, shares of FuelCell Energy have gained 377.3% compared with Bloom Energy's rally of 1470.2%. Summing Up Based on the above discussion, it is evident that Bloom Energy has a marginal edge over FuelCell Energy based on better earnings estimate movement, healthier price performance in the past year and much better return on invested capital. Bloom Energy currently sports a Zacks Rank #1 (Strong Buy), while FuelCell Energy has a Zacks Rank #3 (Hold)." End quotes ------------------------------------------------------------- 7 Best Socially Responsible Funds This next article provides a good overview, with recommendations, of funds that many of you might be interested in. It's titled 7 Best Socially Responsible Funds from money.usnews.com. It's by Jeff Reeves. Here are some quotes by Mr. Reeves on each of his picks. "For those who care about socially responsible investing, this list of exchange-traded funds (ETFs) can help investors vote with their wallets by supporting companies that align with their values. Fund Expense ratio Assets under management iShares ESG Aware MSCI USA ETF (ticker: ESGU) 0.15% $17.4 billion Vanguard ESG U.S. Stock ETF (ESGV) 0.09% $12.4 billion State Street SPDR S&P 500 ESG ETF (EFIV) 0.10% $1.1 billion iShares ESG Aware MSCI EAFE ETF (ESGD) 0.20% $11.6 billion iShares ESG Aware MSCI EM ETF (ESGE) 0.25% $7.1 billion iShares Global Clean Energy ETF (ICLN) 0.39% $3.1 billion State Street SPDR MSCI USA Gender Diversity ETF (SHE) 0.20% $322 million 1. iShares ESG Aware MSCI USA ETF (ESGU) This iShares fund is the largest ETF that invests in companies that prioritize environmental, social and governance (ESG) criteria. It's also an index fund with an affordable expense ratio. 2. Vanguard ESG U.S. Stock ETF (ESGV) Though slightly smaller than iShares ESG Aware MSCI USA ETF in terms of assets, this Vanguard ESG ETF is significantly larger when it comes to its portfolio, with more than 1,200 companies across the U.S. stock market. 3. State Street SPDR S&P 500 ESG ETF (EFIV) This fund starts with the popular S&P 500 benchmark, then excludes stocks that don't align with ESG criteria, including companies involved with tobacco, coal and other less savory business lines. 4. iShares ESG Aware MSCI EAFE ETF (ESGD) A variant on this theme, iShares ESG Aware MSCI EAFE ETF offers exposure to overseas investments with a focus on developed markets in the EAFE region – that is, Europe, Australasia and the Far East. 5. iShares ESG Aware MSCI EM ETF (ESGE) For investors looking to tap into growth overseas while avoiding morally questionable businesses, this ETF offers emerging market exposure as well as peace of mind. 6. iShares Global Clean Energy ETF (ICLN) Moving toward companies with a direct stake in making a difference in the world, iShares Global Clean Energy ETF is the largest clean energy ETF on Wall Street. 7. State Street SPDR MSCI USA Gender Diversity ETF (SHE) This gender diversity ETF seeks to prioritize U.S. companies that lead their sector in their commitment to promoting and supporting gender diversity throughout all levels of the organization." End quotes. ------------------------------------------------------------- 3 Magnificent Green ETFs to Buy in 2026 This last article follows on from the previous one on various ESG ETFs. It's titled 3 Magnificent Green ETFs to Buy in 2026 found on the website theglobeandmail.com. It's by Dana George at The Motley Fool. Here are some quotes from the article. "Key Points 'Green' refers to assets that work toward environmental sustainability. iShares Global Clean Energy ETF is one of the oldest, most popular clean energy ETFs. While Invesco has the highest expense ratio of the three ETFs, it has experienced significant gains. 1. iShares Global Clean Energy ETF (NASDAQ: ICLN) The iShares Global Clean Energy ETF tracks the S&P Global Clean Energy Transition Index, which comprises global equities across solar, wind, hydro, and other renewable energy sources. With a portfolio of 105 holdings (as of June 8), the fund is one of the oldest and most widely purchased clean energy ETFs… The fund may be right for you if: You're seeking broad, diversified exposure to global clean energy. You're looking for an investment that's generally less volatile than a solar-only ETF. You're willing to hold it for the long term. If you're uncomfortable with the higher volatility often associated with emerging sectors, such as clean energy stocks, this may not be right for you. And if you're seeking income, this ETF probably won't be ideal, as many clean energy companies reinvest profits for growth rather than paying regular dividends. 2. Invesco Solar ETF (NYSEMKT: TAN) The Invesco Solar ETF is a highly focused, industry-specific fund that tracks the MAC Global Solar Energy Index. Specifically, Invesco Solar is interested in solar power equipment, solar project development and installation, and related solar technology and components… This ETF offers heavy representation of U.S., Asian, and European solar companies and may be a good fit if you're specifically seeking targeted exposure to solar. However, [it] may be more volatile than you initially expected. Invesco Solar typically fits best as a single spoke in a well-balanced portfolio. 3. SPDR® S&P 500 ESG ETF (NYSEMKT: EFIV) This ETF tracks the S&P 500 Scored & Screened Index (formerly known as the S&P 500 ESG Index). The fund starts with the traditional S&P 500 and excludes companies that don't meet certain ESG criteria. The index goes further by tilting its weighting toward higher-scoring ESG companies. Because the fund aims to maintain a sector and risk profile similar to the S&P 500, it's not necessarily a clean-energy or climate-only product but rather a broad, large-cap U.S. equity fund. End quotes. ------------------------------------------------------------- 12 more articles from around the world with Sustainable Investment Picks for June 2026. 1. Title: Top Wind Energy Stocks to Watch Amid Increased Adoption of Clean Energy from theglobeandmail.com. By Zacks Investment Research. 2. Title: 2 AI Infrastructure Stocks That Could Rise 25% and 80% Despite Overdone Spending Fears from fool.com. By Geoffrey Seiler. 3. Title: Forget Apple: This Unstoppable Digital Infrastructure Monopoly Is Begging to Be Bought Hand Over Fist Instead from 247wallst.com. By Alex Sirois. 4. Title: How to invest sustainably and still generate big returns with ASX ETFs from fool.com.au. By Aaron Bell. 5. Title: AI Infrastructure Scorecard: Which of These 3 Stocks Is Delivering on Triple-Digit Growth Promises from finance.yahoo.com. By Trey Thoelcke. 6. Title: Prediction: This Artificial Intelligence (AI) Infrastructure Stock Will Skyrocket in June (Hint: It's Not Micron Technology) from finance.yahoo.com. By Harsh Chauhan, The Motley Fool. 7. Title: Top Performing Green Penny Stocks from mexc.com. Source Benzinga News. 8. Title: Why the AI Infrastructure Wave Will Mint More Millionaires Than the Chatbot Phase: 3 Stocks to Own. From fool.com. By Justin Pope. 9. Title: Barron's | The 10 Most Sustainable Companies of 2026. Their Stocks Happen to Be Flying from webreprints.djreprints.com. By Karen Hube. 10. Title: Is First Solar Dirt Cheap Amid the AI Boom? From fool.com. By Marc Guberti. 11. Title: 3 Highly Ranked Alternative Energy Stocks to Buy Now - June 22, 2026 – from Zacks.com. By Shaun Pruitt. 12. Title: Amid trade upheaval, Canada's most sustainable firms embrace resilient growth from corporateknights.com. Introduction by Tristan Bronca. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "June 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And do click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. Again, I want to apologize for my voice sounding, at times, a little rough! My next podcast will be on July 31st. See you then. Bye for now.   © 2026 Ron Robins, Investing for the Soul

Your Weekly UK Property Market Update

Türkiye siyaseti mutlak butlan kararı sonrası CHP'nin iç tartışmaları ile çalkalanırken ekonomide tavukçuluk sektöründen 13 firmaya kayyım atanması gündem oldu. Dış siyasette ise ABD-İran anlaşması piyasaları şimdilik rahatlattı.Çavuşesku'nun Termometresi'nde Ekin Keleş moderatörlüğünde Burak Bilgehan Özpek, İlkan Dalkuç ve Enes Özkan; iç ve dış politikadaki son gelişmeleri değerlendiriyor.00:00 Giriş00:30 Tavuklara kayyum; hangi bakanın adını kaç kişi bilir?03:05 Türkiye'de neden çok rahat, çok profesyonel kayyum atanıyor?05:20 Neymiş efendim, tavuk savaşta çok önemli, stratejikmiş...06:20 Tavuklara kayyum sektörel "düzenlemedir" ve elbette fiyatlar düşmeyecek08:10 Türkiye'deki yasaklı madde operasyonları "reklam"a dönmüş durumda08:45 Türkiye'de her üç ayda bitirilen sektör: yasa dışı bahis10:05 Dilan Polat meselesi11:10 Lavaşın bile mafyası vardı12:30 Bana anlatılan hikâyeyi tamamen kabul etmiyorum13:50 Türkiye'de medyaya yansıyan adli vakaların sayısının artış, azalışı neyi gösterir?15:00 Tavukçulara tasfiye "normal" ama doğa boşluk etmez16:35 Yargı bürokrasisi, kolluk kuvveti gibi hareket ediyor31:25 Dünyanın handiyse en ucuz tavuğunu yiyen ülkeyiz; fiyat bahane34:30 Çuvaldızı kendimize batıralım: Vatandaşın "sorunu" ne?38:00 Ankara'da birileri var: Tavuğun adil fiyatını da biliyor41:50 Bizim babayiğitler bitmiş gibi elin babayiğiti BYD'yi besliyoruz: Frédéric Bastiat ve yasal yağma44:30 Süt pahalı dedi, ineği kestirdi; tavuk pahalı dedi, tavuk eti fırlar47:00 Süt lobisi, pardon, Süt Konseyi50:00 İran ve ABD barışması   merkez bankaları altına hücum edecek anlamına gelmez (YTD)56:10 Trump, seçimleri kazanmak isteyen bir adam olduğu için yapacakları:01:00:25 ABD, İran'a saldırmasaydı İran için rejim değişikliği daha olasıydı01:01:00 ABD soruyor: İran ile savaştan ne kazandık?01:03:40 Duruma bakıyorsun, ABD'yi İran'a saldırmaya İsrail lobisi değil İran lobisi ikna etmiş diyesin geliyor01:04:30 Sülün Osmangillerden Trump, Kendi, eşi, oğlu adına kripto para çıkarıp halıyı çekiyor (Trump The Rug Puller)01:08:30 Timothy D. Snyder'in Trump, şirketi ve Rusya ilişkilerine dair iddiaları01:10:50 Trump etkisi: Artık derslerde ABD başkanlık sistemini farklı bağlamda "örnek" veriyoruz ve DEMOKRASİLER NASIL ÖLÜR?01:18:20 İşin bir de ters tarafı var: İsviçre'den  Birleşik Krallık'a, Macaristan'dan ABD'ye müesses nizam nasıl çalışır?⌨️━━━━━━━DAKTİLO1984 AİLESİNİN BİR PARÇASI OLUN!━━━━━━━⌨️

I got allocated my full shares for $SPCX - my strategy was clear and it will be executed. This is 100% gambling - NOT INVESTING! But I'm following what I talk about - HAVING A PLAN. The Seeking Alpha Summer sale starts today with HUGE savings. Don't miss it - there are only 2 per year with discounts off what they normally provide. You'll have to wait until December to get the next one. ⁠⁠⁠⁠⁠⁠SIGNAL STACK LINK⁠⁠⁠⁠⁠⁠

UK Property Market Weekly Update for Week 22 of 2026 The residential property market industry's weekly reality check on what is really happening in the UK housing market. Week 22 is the week ending 7th June 2026. Headlines show sales agreed are down 8.9% for the first week of June, compared to the first week of June 2025. Regional Breakdown below

Jon Najarian @jonnajarian and @jeffkilburg on @LarryKudlowShow Broke it down perfectly:"Yesterday's selloff was healthy profit-taking — nothing more." $SPX still just 3% off all-time highs, up 7.9% YTD and 24% over the last year. Nasdaq up 10.6% YTD, small caps even stronger. Semiconductors still +80% this year despite the dip.#VIX spiked from super-low levels — traders simply rotating ahead of the massive SpaceX IPO next week at ~$135 post-split. Smart money locking in gains in chips $SMH $NVDA to make room for the big inflow everyone's anticipating. AI compute demand is exploding: Google just signed a $900M+/month deal, Anthropic another $1.25B/month. Earnings are gangbusters (27.7% YoY growth). This is a temporary reset, not a reversal. As Dr. J always says — don't flinch. FOMO comes back fast. Stay long the future. $NDX $GOOG $AMZN $TSLA

At some point this market will turn down. I don't mind holding fundamentally good stocks even through a downturn. But if I'm holding hype stocks or stocks that make no sense at the valuations - that's when I want to find an exit. When will the market run stop? Go read this article. AI stocks face a momentum-reversal test. Here's how to navigate it⁠⁠SIGNAL STACK LINK⁠⁠

Today's Post - https://bahnsen.co/3RD5fcA This Monday Dividend Cafe reviews a mostly routine market update: after May's strong gains (S&P 500 up over 5% in May and 10.7% YTD), stocks opened lower but finished higher with tech leading and utilities selling off; the 10-year yield ended flat at 4.46%. The episode highlights record household equity allocation, elevated valuations across large and small caps (Russell 2000 up 70% from its 2025 low), and a Goldman index showing concentration/valuation/rally conditions similar to 2021 and 2000. It notes inflation-adjusted IPO fundraising plans from SpaceX, OpenAI, and Anthropic exceeding 300 combined internet IPOs from 1999–2000. Iran's renewed Strait of Hormuz blockade threats lifted oil ~6%, Florida filed a lawsuit against OpenAI, manufacturing ISM rose to 54, rent growth slowed, and futures imply 50% odds of a rate hike with no cuts expected. Friday's episode will feature the host's graduation commencement address. 00:00 Intro 01:23 Market Recap and Valuations 04:51 IPO Mania and Tech Froth 05:42 Geopolitics and Policy Updates 06:50 Labor and Manufacturing Data 08:30 Housing Inflation and Fed Odds 09:44 Energy Oil and Midstream 10:38 Week Ahead and Friday Twist 11:32 Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Luck is what happens when preparation meets opportunity. That's why it seems to many that I have an ability to find winners. I don't take every trade - but this week has seen $ONDS $FSLR $APP $RDDT and $DELL as HUGE winners that were all included in the newsletter and podcast as potential winners. I'm glad some listeners and readers got in on the winners. SIGNAL STACK LINK

Het sentiment in crypto is volgens sommige metingen het slechtste in een decennium, maar Strategy koopt ondertussen gewoon door: na een schulddeal van $1,5 miljard staat de teller op 843.738 BTC. We bespreken ook de American Reserve Modernization Act van Republikein Begich, de uitgestelde proeftuin voor on-chain aandelen en de ECB die weinig voelt voor succesvolle euro-stablecoins. Verder gaat het over Trumps harde lijn richting de cryptosector, de koers van de Ethereum Foundation en waarom Bankless-host David Hoffman zijn ETH verkocht. Is dit capitulatie, herpositionering of juist het moment waarop de markt weer verrast?Probeer de eerste maand voor 5 euro (80% korting)Satoshi Radio wordt mede mogelijk gemaakt door: Watson Law en onze hoofdsponsor Bitvavo.Timestamps(00:00:00) Welkom en Podcast Introductie(00:14:00) Bookmark van Peter: ‘Slechtste sentiment in een decennium'(00:18:30) Bookmark van Peter: Republikein Begich introduceert American Reserve Modernization Act (ARMA)(00:22:40) Bookmark van Bart: Strategy Completes $1.5 Billion Debt Repurchase and achieves BTC Yield of 13.3% YTD; Now Holds 843,738 BTC(00:28:00) Bookmark van Peter: Proeftuin voor on-chain aandelen toch nog in de wachtkamer(00:32:30) Bookmark van Peter: ECB heeft liever geen succesvolle euro-stablecoins(00:42:00) Bookmark van Peter: Trump waakt als dolle hond over de cryptosector(00:51:00) Bookmark van Bart: Some of my perspective on where the ethereum foundation is going.(01:03:00) Bookmark van Bert: Why I Sold My ETH(01:38:00) MarktupdateBookmarksBertWhy I Sold My ETHBartSome of my perspective on where the ethereum foundation is going.Major areas where the financial system still needs an updateStrategy Completes $1.5 Billion Debt Repurchase and achieves BTC Yield of 13.3% YTD; Now Holds 843,738 BTCPeterRepublikein Begich introduceert American Reserve Modernization Act (ARMA)Proeftuin voor on-chain aandelen toch nog in de wachtkamerKoreaanse cryptohandel flink opgedroogd (8% van aandelenhandel)‘Alles in de DeFi-wereld is onveilig'Trump waakt als dolle hond over de cryptosectorbron 2Passeren Clarity Act is nog niet zo duidelijkTD Cowen noemt passeren Clarity Act onwaarschijnlijkECB heeft liever geen succesvolle euro-stablecoins‘Slechtste sentiment in een decennium'bron 2Hyperliquid het wonderkind van deze bearmarkt

Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over. The handpicked topics for this week are: Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode) Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode) Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode) AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode) OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode) Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode)  The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip) NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears) Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears) Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears) Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears) Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers. Be part of our community. Hit that subscribe button and see you at Computex.   The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses https://blog.google/innovation-and-ai/sundar-pichai-io-2026/ Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/ Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/ AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html   The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal? FOR:  BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396 Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html   AGAINST:  BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/ BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160 Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html Bulls & Bears NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html  

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) #351 Topics• Market Performance & Interest Rates (02:58–07:38, 23:58–24:32) YTD market gains, rising Treasury yields, and higher rates not necessarily hurting stocks • Sector Trends & Active Management (18:17–19:45, 30:34) Tech/semiconductors leading markets; managers becoming more cautious • Investor Psychology (13:47) Focus on staying invested rather than timing the market • Inflation Pressures (10:57, 27:21) Commodity, oil, and trucking costs keeping inflation elevated • Trump IRA Program (37:50–46:02) New retirement savings plan with federal matching contributions • M&A & IPO Activity (08:45–09:50) Utility merger news and rising IPO activity like SpaceX • Earnings & Volatility (33:57–35:20) Strong earnings supporting markets despite volatility concerns

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The Devil Wears Prada 2 just crushed Mortal Kombat 2 at the box office -- yeah the fashion sequel held the No. 1 spot in its second weekend with a rock-solid $43 million domestic while the new fighting game flick opened soft at $40 million stateside and a lukewarm $63 million worldwide. Miranda Priestly and the Runway crew basically told Shao Kahn to finish himself -- Prada 2 already passed the original film's entire lifetime gross, pushed Disney past $2 billion YTD, and proved once again that killer cast chemistry and timely satire still pack theaters way harder than pixelated fatalities and R-rated gore. Watch the podcast episodes on YouTube and all major podcast hosts including Spotify. CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles. Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/ On YouTube - https://www.youtube.com/c/ClownfishTV On Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvg On Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629 MORE CLOWNFISH TV - Official Merch Store: http://ClownfishMinus.com Facebook - https://facebook.com/ClownfishTV X - https://x.com/ClownfishTVcom Clownfish TV subreddit: https://www.reddit.com/r/ClownfishTVOfficial/ Disclaimer: This series is produced by Clownfish Studios and WebReef Media, and is part of ClownfishTV.com. Opinions expressed by our contributors do not necessarily reflect the views of our guests, affiliates, sponsors, or advertisers. ClownfishTV.com is an unofficial news source and has no connection to any company that we may cover. This channel and website and the content made available through this site are for educational, entertainment and informational purposes only. These so-called “fair uses” are permitted even if the use of the work would otherwise be infringing. #News #Podcast #FYP #Shorts #BoxOffice #DevilWearsPrada2 #MortalKombat2 #MovieBoxOffice #PradaSequel #MK2Flop #HollywoodBoxOffice #DisneyWins #FashionBeatsFighting Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 14, 2026 – S&P 500 hits new highs, but Chris Puplava warns of key divergences: 20% of consumer discretionary stocks at 52-week lows, financials down 7% YTD, and narrowing breadth. Global liquidity still supports the rally, but tactical caution...

US equities were higher in Monday trading, though ended off best levels. The Market still seems skeptical about a re-escalation of Middle East hostilities (particularly ahead of the Trump-Xi summit in China this week) despite the lack of traction surrounding diplomatic efforts. April existing home sales were a bit below consensus though remain in a tight YTD range.

This week: four hyperscalers reported earnings on the same day, NVIDIA briefly crossed $5 trillion in market cap, OpenAI broke Azure exclusivity, and Google put $40 billion into Anthropic. Patrick Moorhead and Daniel Newman call it the most consequential week in AI infrastructure history and suggest the bull thesis just got its vote of confidence. The handpicked topics for this week are: OpenAI Breaks Azure Exclusivity — Both Patrick and Daniel were in the room for the original OpenAI-Microsoft announcement, and they both knew it wasn't the end of the story, it was just the beginning. The restructured deal keeps Microsoft on IP rights through 2032 and a guaranteed 20% revenue share through 2030, but the AGI trigger clause that would have ended payments is gone. The very next day OpenAI went live on AWS, the first non-Microsoft hyperscaler to carry it. Dan's read: model companies need more compute than any one hyperscaler can offer, and every hyperscaler needs access to all the models. Nobody wins with exclusivity anymore. (The Decode) Google Puts $40 Billion Into Anthropic — Pat spells it out: Anthropic just became AI's first joint custody child, with Amazon and Google as the parents and a $73 billion college fund. Google, which already had stakes in Anthropic and SpaceX, posted a $37 billion investment gain in a single quarter solely from valuation improvements, and now holds dual hyperscaler structural backing for Anthropic that Pat says OpenAI simply can't match. Daniel's thesis lands again: models are not the moat. Compute is the moat. Everybody is figuring that out now. (The Decode) The CPU War Is On: Meta Goes to AWS for Graviton — Meta recently secured a multi-year, multi-billion dollar Graviton agreement with AWS after being caught off-guard regarding both compute resources and models. Andy Jassy noted that demand was so high he had to decline two customers who sought to purchase his "entire Graviton capacity." During his victory lap, Pat highlighted a significant shift in agentic workloads: the CPU-to-GPU ratio has plummeted from 16-to-1 to nearly 2-to-1, with some cases already reaching 1-to-1 parity. The CPU war is the story nobody saw coming fast enough, including AMD and Intel. (The Decode) OpenAI 5.5 Review: Shows Promise, But Not Amazing — Daniel tested the new model and shared his take: not blown away but not unhappy either. Pat moved some workloads back to test it and liked what he found, particularly on research. The 38% reduction in reasoning-intensive tasks is the ROI answer OpenAI has right now. But both hosts flag the bigger question: What happens when token subsidies end and real agentic workflow costs hit the tape? That is the moment that opens the door for open source, small models, and enterprise-specific deployments. The model moat, Dan says for the third time this episode, "just does not exist anymore." (The Decode) China AI and the Open Source Question — Daniel went long on this in a live CNBC stream and brings the sharpest take to the show: serious US companies are not going to scale their products on Chinese models. He predicts it will play out like TikTok, regionally distributed to markets with lower concern about data sovereignty. Pat's hedge: open source is a legitimate pressure valve on frontier model pricing, but only if Chinese labs aren't stealing IP to get there. If the frontier model companies stop investing because there's no money in it, the whole ecosystem loses. NVIDIA has the clearest opportunity to step in and fill the open source gap without competing with its own customers. (The Decode) The Flip: Is $700 Billion in Hyperscale AI CapEx Delivering Returns Fast Enough? Daniel took the pro stance: Google Cloud at 63% growth, $460 billion in backlog, quarter-over-quarter doubling. Azure at 40%, AWS at 28% fastest growth in 15 quarters. Meta at 33%, fastest growth since 2021, generating $32 billion in operating cash flow in a single quarter. Only 20% of enterprises are using AI and only 2% of consumers. Pat's counter: Microsoft is down 12% year to date despite beating estimates. ServiceNow off 14% after a beat and raise. The market is completely skeptical, and $700 billion in CapEx so Anthropic and OpenAI can crank out $100 billion in revenue is not yet a clean return story. Both hosts admit they agreed on more than they let on. The real question isn't whether companies are spending too much, it might actually be whether they're spending enough. (The Flip) Fed Holds, 8-4 Vote — In a macro look at the markets, hosts report that the Fed held rates steady, with the most dissents since October 1992. Pat's read: it means nothing for the tech trade right now but is a re-rating of the discount rate long term. Daniel thinks cuts are still coming because housing is stalled and nothing else moves the broader economy without it. Confirmation of the new Fed chair is something to watch. (Bulls and Bears) NVIDIA Crosses $5 Trillion — Daniel called it, and it happened faster than he thought was realistic, just like $2, $3, and $4 trillion before it. A $5 trillion market cap is a market verdict on supply constraint and demand visibility. His position remains: every estimate of the AI market between now and 2030 is too low because nobody has the gall to estimate what exponential scale actually looks like. (Bulls and Bears) Microsoft, AWS, and Google Cloud Earnings — The cloud race is heating up with Google Cloud leading at 63% growth, while Azure hit 40% and AWS saw its fastest expansion in 15 quarters at 28%. Pat points to Microsoft's massive 700,000-seat Copilot deal with Accenture as a key indicator of its enterprise advantage, noting that businesses prefer established partners over direct labs for AI. Daniel highlights a clear market shift: Google's demonstrated ROI earned investor rewards, whereas Meta faced pushback for increasing CapEx without a defined enterprise revenue stream. In this "hard ROI era," strategic capital allocation is making all the difference. (Bulls and Bears) Samsung, Apple, and Qualcomm — Samsung has transitioned from facing negative gross margins to becoming a premier global profit leader. In Pat's view, this surge represents a long-awaited correction following years of intense pricing pressure. SK Hynix and Micron are similar beneficiaries and Daniel has been pounding the table on Micron for a reason. Apple beat solidly everywhere, proved the iPhone 17 cycle is real, blew up the China headwind argument, and grew services to an all-time high at $31 billion. The episode closes on a high note with Qualcomm hitting a major milestone: a hyperscaler is now leveraging their AI silicon, with material impact expected in 2027. As Pat noted in his summary tweet, the short sellers are definitely feeling the heat right now. (Bulls and Bears) Want the full breakdown? Be a part of our community. Hit that subscribe button on our Youtube channel!   The Decode OpenAI Breaks Azure Exclusivity — Models, Codex, and Managed Agents Now on AWS https://www.businessinsider.com/openai-microsoft-partnership-agreement-changes-cloud-providers-agi-2026-4 https://openai.com/index/openai-on-aws/ Google Commits Up to $40B in Anthropic — AI Lab Capital Concentration Reaches Historic Scale https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ https://tech-insider.org/google-40-billion-anthropic-investment-tpu-compute-2026/ https://x.com/danielnewmanUV/status/2049994186309468408 Meta Signs Multibillion-Dollar Deal for Tens of Millions of AWS Graviton5 Cores — Agentic AI Becomes a CPU Story https://about.fb.com/news/2026/04/meta-partners-with-aws-on-graviton-chips-to-power-agentic-ai/ https://www.aboutamazon.com/news/aws/meta-aws-graviton-ai-partnership https://www.geekwire.com/2026/meta-signs-multibillion-dollar-deal-to-use-amazons-graviton-chips-for-agentic-ai/ OpenAI Releases GPT-5.5 — New Intelligence Tier for Agents, Coding, and Research https://www.cnbc.com/2026/04/23/openai-announces-latest-artificial-intelligence-model.html https://community.openai.com/t/gpt-5-5-is-here-available-in-the-api-codex-and-chatgpt-today/1379630 The China AI Pricing Divide — DeepSeek, Kimi, and Open-Weight Chinese Models Running at Fractions of OpenAI/Anthropic Cost https://www.youtube.com/watch?v=UjdFa1eyIWI https://artificialanalysis.ai/models/deepseek-v4 https://the-decoder.com/kimi-k2-pricing-vs-openai-anthropic/ https://venturebeat.com/technology/deepseek-v4-arrives-with-near-state-of-the-art-intelligence-at-1-6th-the-cost-of-opus-4-7-gpt-5-5 The Flip With Alphabet, Microsoft, and Meta All Reporting Earnings Today — Is the $500B+ Hyperscaler AI Capex Cycle Delivering Returns Fast Enough to Avoid a Reckoning? FOR: Google Cloud at 27% margin and $35B+ quarterly revenue pace is proof the cycle pays https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/alphabet-earnings-preview-q1-2026 Meta's $115-135B capex is being funded by 31% revenue growth — not debt https://tickeron.com/blogs/meta-platforms-meta-q1-2026-earnings-preview-31-revenue-growth-in-sight-12881/ Nvidia's $5T market cap and $1T+ in forward order visibility confirms demand is not slowing https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html AGAINST:  Microsoft is down 12% YTD despite beating estimates last quarter — the market is skeptical https://www.geekwire.com/2026/microsoft-earnings-preview-after-a-357-billion-wipeout-tech-giant-gets-another-chance/ ServiceNow -14% after a beat-and-raise is the most important AI earnings signal of the week https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html Meta just raised 2026 capex to $125-145B and shareholders punished the stock for it — the market is pricing in a payback timing problem https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Bulls & Bears Fed Holds Rates Steady at 3.5-3.75% in Powell's Final Press Conference — 8-4 Vote is Most Dissents Since October 1992 https://www.cnbc.com/2026/04/29/fed-interest-rate-decision-april-2026.html https://www.foxbusiness.com/economy/federal-reserve-interest-rate-decision-april-29-2026 https://www.kiplinger.com/news/live/fed-meeting-updates-and-commentary-april-2026 Nvidia Hits $5T Market Cap and All-Time High — First Record Since October https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html https://polymarket.com/event/will-nvda-hit-week-of-april-27-2026 The Hyperscaler Cloud Read — AWS Reaccelerates to 28%, Microsoft Azure to 40%, AI Run Rates $15B+ and $37B https://www.heygotrade.com/en/blog/amazon-q1-2026-earnings-reaction/ https://www.cnbc.com/2026/04/29/aws-earnings-q1-2026.html https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q3/income-statements https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ Mag 7 Capex Read — Alphabet's Cloud Backlog Hits $460B+ While Meta Raises 2026 Capex to $125-145B https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.html https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Samsung Electronics Q1 2026 — Record Quarter on AI Memory Boom; First Mass HBM4 Shipment to NVIDIA Vera Rubin https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2026-results https://www.techbuzz.ai/articles/samsung-electronics-announces-first-quarter-2026-results https://www.sammobile.com/news/samsung-q1-2026-profit-hits-record-high-ai-chip-boom/ Apple Q2 FY2026 — Record $111.2B Revenue (+17%), Greater China +28%, $100B Buyback Authorized; Cook's 89th Earnings Call https://9to5mac.com/2026/04/30/apple-reports-q2-2026-earnings-111-2-billion-in-revenue-up-17/ https://www.macrumors.com/2026/04/30/apple-2q-2026-earnings/ https://www.stocktitan.net/news/AAPL/apple-reports-second-quarter-gy0ooebphoid.html https://www.bloomberg.com/news/live-blog/2026-04-30/apple-second-quarter-earnings Qualcomm Q2 Earnings https://investor.qualcomm.com/files/doc_financials/2026/q2/FY2026-2nd-Quarter-Earnings-Presentation_4-29-26_Final.pdf https://www.benzinga.com/quote/QCOM/earnings https://finance.yahoo.com/markets/stocks/article/qualcomm-reports-better-than-anticipated-q2-earnings-stock-rises-over-10-155935310.html  

Today's Post - https://bahnsen.co/4w45BZc David Bahnsen discusses why market drawdowns are normal and distinct from bubbles, using 2026 S&P 500 moves (down ~9% peak-to-trough, then a sharp rebound to up ~5% YTD) to argue markets are behaving typically despite war-driven narratives. He distinguishes frequent corrections from rarer bubble bursts and critiques the incoherent swing from “apocalypse” to “mania” framing. Bahnsen outlines three investor responses—market timing (impractical), buy-and-hold (endure), and embracing volatility through dividend growth and reinvestment—emphasizing asset allocation built for investor temperament and cash-flow needs. He applies historical bubble psychology (Kindleberger's stages) to AI, predicting mixed outcomes: some hyperscalers and AI-related firms will disappoint or fail, while valuable companies may survive valuation resets. Key takeaways include inevitability of future corrections, prudence via diversification and limited AI exposure, and potential selective opportunities after any AI-driven downturn. 00:00 Welcome and Agenda 02:05 Year-to-Date Market Whiplash 04:45 Corrections Are Normal 08:11 Three Ways to Respond 12:20 Embrace Volatility With Dividends 14:10 Manias vs Bubbles 16:12 AI Bubble Risk and Diversification 23:27 Kindleberger Bubble Stages 26:42 Seven Investor Takeaways 29:05 Closing Philosophy and Farewell Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Sports betting picks today including NBA playoff picks, NHL playoff betting and MLB best bets with sharp money analysis. Looking for sports betting picks today? Welcome to WagerTalk Today, your daily betting show covering the NBA Playoffs, Stanley Cup Playoffs, MLB, and sharp betting action across all major sports.Introduction 00:00WTT Play of the Day (8-4 YTD) 1:11Gianni The Greek 4:30NHL Futures to BET NOW 4:40How to Bet FUTURES 7:20MLB Sharp Action 8:40NHL & NBA Sharp Action 11:50UFC Action 16:20Andy's Best Bets Available now! 24:22Joe Raineri 27:00Toronto Blue Jays vs Minnesota Twins 28:05NBA: Knicks vs Hawks 30:20NBA: Nuggets vs TWolves 33:11Andy All Around the World (NBA, NHL & GOLF picks) 40:00

Brian Szytel recaps a mixed market day with the Dow down 280 while the Nasdaq and S&P 500 were flat, as blue chips lagged and tech was positive. Treasury yields rose (10-year up 7 bps to 4.42%; 30-year briefly above 5%) alongside higher oil prices (WTI up ~8%, Brent up ~1%) amid Middle East tensions. He highlights three crosscurrents: the UAE leaving OPEC and its implications for oil-price control and potential benefits to U.S. shale; the FOMC holding rates with Powell signaling no cuts this year, inflation risks, unusual four dissents, and Kevin Walsh set to lead the Fed starting May 16; and “Mag Seven” earnings (Amazon, Google, Microsoft, Meta) shaping sentiment as overall earnings growth runs ~15.1% YoY. He also addresses real estate divergence (Class A diversified vs weaker markets), notes strong durable goods orders and steady housing starts, and says the S&P is up ~5% YTD with a modest upside bias despite volatility.| 00:00 Market Close Recap 00:32 Oil Surge and Rising Rates 00:54 UAE Exits OPEC 02:31 Fed Decision and Dissents 03:34 Mag Seven Earnings and AI Spend 04:25 Real Estate Divergence Explained 05:14 Durables and Housing Data 05:44 Rangebound Outlook and Signoff Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

NBA playoff picks today including best bets, player props, odds and betting predictions. Looking for the best NBA playoff picks today? Tune in to Profit Picks with Hakeem “Skee” Profit and Rob Veno as they break down the NBA Playoffs, delivering expert betting insights, odds analysis, and actionable picks.Intro 00:00WTT Play of the Day (7-4 YTD) 1:00$5 Tuesday 3:30Sabres Props 4:30 NBA: Sixers vs Celtics 7:00Grab Ross' Best Bet for JUST $5! 11:00NBA: Hawks vs Knicks 12:13Andy's Best Bets 15:30 Question of the Day – Enter for FREE 3 DAY PASS 16:00Drew Martin 17:20NFL Draft 18:00Tigers vs Braves 21:15Betting Teams that Leave Runners Stranded 24:30Yankees vs Rangers 26:20Betting MLB with Predictive Markets 29:17Phillies Manager Fired 33:27All Around the World (MLB & NBA Free Picks) 36:00

Sports betting picks today including NBA playoff picks, NHL playoff betting and MLB best bets with sharp money analysis. Looking for sports betting picks today? Welcome to WagerTalk Today, your daily betting show covering the NBA Playoffs, Stanley Cup Playoffs, MLB, and sharp betting action across all major sports.Intro 00:00WTT Play of the Day (7-3 YTD) 00:30Gianni the Greek 4:30MLB Power Rankings 4:45How do you bet teams in slumps? 6:00Monday Steam 11:00UFC Recap 17:00Get Andy's Best Bets NOW 24:00Bill Krackman 28:20Kentucky Derby Week 32:00NBA Player Prop 34:26NBA Playoff Overview 36:00Steve Merril 40:00Prediction Markets Thoughts 40:44MLB: Cubs vs Padres 46:20MLB: Marlins vs Dodgers 50:46NBA: Pistons vs Magic 52:51Covers Contest Debacle 57:30Andy's All Around the World 59:45

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Today's Post - https://bahnsen.co/4tWfYfM From Newport Beach after returning from New York, David explains how rapid news flow from the Iran war has repeatedly made weekend research obsolete, citing futures swinging from down ~500 points to a nearly flat Dow close (-0.01%) amid conflicting reports on the Strait reopening, peace talks, and ceasefire timing. Oil fell sharply last week (~13–14%) then rebounded ~5.8% Monday to near $89; an Iranian ship was seized and shipping disruptions continue, with air cargo rates up 40%. Markets were modestly lower in S&P/Nasdaq, the 10-year yield held just above 4.25%, materials led, and communication services lagged. Q1 bank earnings started strong overall; attention shifts to broader earnings and LNG-exposed midstream guidance. Private-credit LMEs have declined over nine months, breadth improved, and small caps remain ~9.6% ahead of big caps YTD. Politically, Senate control odds have tightened to roughly 50/50, but flipping enough seats is still difficult; prospects for a new House reconciliation bill look low. Fed chair nominee Kevin Warsh hearings are expected this week, pending a DOJ/Powell-related issue. 00:00 Monday Setup 01:39 War News Whiplash 04:15 Market Recap 04:22 Earnings Season 05:18 Private Credit Signals 06:05 Breadth And Small Caps 06:33 Senate Odds Breakdown 10:40 Policy And Macro Watchlist 11:33 Energy And LNG Focus 12:11 Wrap Up And Next Steps Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Club is trimming this food and beverage chain after strong YTD performance. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's EM Morning Brief covers the continued federal response to Super Typhoon Sinlaku in Guam and the CNMI, where U.S. Coast Guard operations press northward and ports at Saipan, Tinian, and Rota remain closed. Michigan's statewide emergency has expanded to Ann Arbor, Kalamazoo, and 38 counties as flooding and dam concerns persist at the Cheboygan Lock and Dam Complex. Cleanup continues across Wisconsin, Illinois, and Minnesota after Friday's EF-3 and EF-2 tornado outbreak, and the National Interagency Fire Center reports national preparedness at PL 2 with fire activity running at roughly 200 percent of the 10-year average. NOAA's Space Weather Prediction Center reports G2 moderate geomagnetic storm levels, and USGS recorded a M4.7 earthquake near Reno, Nevada, and a small M3.0 offshore event near Charlotte Amalie, U.S. Virgin Islands. EM Morning Brief is your concise daily update on national and state-by-state emergency management news. Produced by Sitch Radio, an EOC Voices podcast.Key Takeaways• Typhoon Sinlaku response: USCG operations continue in Guam and CNMI; ports at Saipan, Tinian, and Rota remain closed as federal and territorial partners restore power, water, and road access.• FEMA Hawaii Kona Low: Residents of Hawai'i, Maui, and Honolulu counties can apply for Individual Assistance under DR-4909-HI through June 7, 2026.• Michigan state of emergency: 38 counties plus Ann Arbor and Kalamazoo now covered; Cheboygan Lock and Dam Complex remains at Level 2 with evacuation preparation in effect.• Midwest tornado outbreak recovery: EF-3 in Marathon County, WI (approximately 75 homes damaged); EF-2 tornadoes confirmed in Lena, IL and Marion Township, MN; Ann Arbor, MI debris removal began April 20.• NIFC IMSR: National preparedness level is PL 2; 992 personnel assigned to uncontained large fires; YTD acreage is approximately 200 percent of the 10-year average.• Texas Neon White Fire: 1,259 acres and 90 percent contained near Dickens as of April 19.• Space weather: NOAA SWPC reports G2 (Moderate) geomagnetic storm; minor grid, HF radio, and satellite impacts possible at high latitudes.• Seismic activity: USGS M4.7 near Reno, Nevada (April 19) and M3.0 offshore USVI near Charlotte Amalie (April 20); no damage reported.SourcesFEMA• FEMA — President Trump Approves Emergency Declaration for Guam (April 17, 2026)• FEMA — President Trump Approves Emergency Declaration for the Commonwealth of the Northern Mariana Islands (April 17, 2026)• FEMA — Residents of Maui, Hawaii and Honolulu Counties Impacted by March Kona Low Can Apply for Assistance (April 17, 2026)• FEMA — DR-4909-HI Hawaii Kona Low Weather Systems• FEMA — Disasters and Other Declarations (index)NIFC / Wildfire• NIFC — Incident Management Situation Report, Sunday April 19, 2026 (PDF)• NIFC — Fire InformationNOAA / NWS / SWPC• NOAA SWPC — G2 (Moderate) Geomagnetic Storm Levels Reached• NOAA SWPC — Homepage (3-day forecast and alerts)• NWS Quad Cities — April 17, 2026 event summary (updated April 19)USGS• USGS — Latest Earthquakes map• USGS Earthquake Hazards ProgramUSCG / Typhoon Sinlaku• Maui Now — USCG recovery intensifies, support continues in Guam following Super Typhoon Sinlaku (April 19, 2026)• NPR Marianas (Isla Public) — FEMA assesses damage after Super Typhoon Sinlaku made landfall in the CNMI (April 19, 2026)Hawaii• Office of the Governor Josh Green — FEMA Affirms Presidential Major Disaster Declaration for Hawai'i• Hawaii News Now — FEMA affirms Major Disaster Declaration for Hawaii (April 16, 2026)Illinois• Shaw Local / Sauk Valley — Multiple tornadoes sweep through northern Illinois; EF-2 tornado destroys homes in Lena (April 19, 2026)• NWS Quad Cities — April 17, 2026 event summary (updated April 19)Michigan• Michigan MSP/EMHSD — 2026 Statewide Flooding• Michigan MSP/EMHSD — 2026 Cheboygan Lock and Dam Complex• City of Ann Arbor — Ann Arbor was hit hard by a severe storm. Here's what residents should know• Click On Detroit — Whitmer declares state of emergency for Ann Arbor after EF-1 tornado (April 18, 2026)Minnesota• FOX 9 Minneapolis — 6 tornadoes confirmed in southeastern Minnesota and western Wisconsin (Olmsted County storm damage)• Post Bulletin — Storm cleanup near Marion Road Southeast on April 18, 2026Nevada• EarthquakeList.org — Shallow M4.7 earthquake near Reno, Nevada (April 19, 2026)Texas• Wikipedia — 2026 Texas wildfires (Neon White Fire details)• NIFC — IMSR April 19, 2026 (national context)Wisconsin• Wausau Pilot & Review — EF-3 tornado that tore through Weston and Ringle packed winds up to 145 mph (April 19, 2026)• Wisconsin DNR — Flood Waters Begin To Recede At Portage; Road Closures Remain, Well Water Testing Offered• Ready Wisconsin — April 2026 Severe Storms and FloodingGuam / CNMI• FEMA — Emergency Declaration for Guam (April 17, 2026)• FEMA — Emergency Declaration for the Commonwealth of the Northern Mariana Islands (April 17, 2026)• Maui Now — USCG recovery intensifies, support continues in Guam (April 19, 2026)U.S. Virgin Islands• USGS — Latest Earthquakes map (M3.0 offshore Charlotte Amalie, April 20, 2026) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit emnetwork.substack.com/subscribe

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Federal recovery operations continue across the Mariana Islands under FEMA Emergency Declarations for Guam and CNMI following Super Typhoon Sinlaku; the President affirms a Major Disaster Declaration for Hawaii tied to the March Kona-low storms; CISA adds an Apache ActiveMQ flaw to the Known Exploited Vulnerabilities catalog and publishes four new ICS advisories; SPC highlights an Enhanced Risk of severe storms across the Plains and Mississippi Valley today; and several states post boil-water actions after water-main breaks. EM Morning Brief is your concise daily update on national and state-by-state emergency management news. Produced by Sitch Radio, an EOC Voices podcast.Key Takeaways• Super Typhoon Sinlaku response: FEMA Emergency Declarations cover Guam and the CNMI; Saipan and Tinian remain without full power, water, and road access as federal resources deploy.• Hawaii disaster declaration: Presidential Major Disaster Declaration affirmed for Kona-low storms (March 10–24); Individual Assistance available in Honolulu, Hawaii, and Maui counties; IA deadline June 7, 2026.• CISA KEV update: CVE-2026-34197 Apache ActiveMQ added to the KEV catalog on April 16; federal civilian agencies must remediate under BOD 22-01.• CISA ICS advisories: Four new advisories (ICSA-26-106-01–04), including Delta Electronics ASDA-Soft stack-based buffer overflow — Critical Manufacturing sector.• Severe weather outlook: SPC Enhanced Risk today across Upper/Middle Mississippi Valleys and Central/Southern Plains; WPC Slight Risk for excessive rainfall; SWPC G2 geomagnetic storm watches April 17–18.• NIFC situational picture: April 16 IMSR shows 1,744,190 YTD acres burned; eight large uncontained fires; 770 personnel assigned nationwide.• Florida — Newman Drive Fire: 1,733 acres, 60% contained; evacuations remain for five streets in Collier County; pet-friendly shelter open at Golden Gate Community Center.• Water-system advisories: New boil-water notices or active advisories in Silver City, Nevada; portions of Newark/Belleville/Bloomfield, New Jersey; Rotterdam, New York; five counties in southwest Iowa; and portions of Guam.SourcesFEMA• FEMA — CNMI Emergency Declaration (Typhoon Sinlaku) — Federal assistance available to CNMI for Typhoon Sinlaku beginning April 11, 2026.• Hawaii News Now — FEMA Affirms Major Disaster Declaration for Hawaii — Presidential Major Disaster Declaration for Kona-low storms.• Governor of Hawaii — FEMA Affirms Presidential Major Disaster Declaration — State reaction and federal assistance breakdown; June 7, 2026 IA deadline.• FEMA Newsroom — Official FEMA press releases.CISA• CISA — Adds One Known Exploited Vulnerability to Catalog (Apr 16, 2026) — CVE-2026-34197 Apache ActiveMQ improper-input-validation vulnerability.• CISA — Known Exploited Vulnerabilities Catalog — KEV catalog landing page with remediation deadlines.• CISA — ICSA-26-106-01 Delta Electronics ASDA-Soft — Stack-based buffer overflow in Critical Manufacturing sector software.• CISA — ICS Advisories index — Listing of current ICS/OT advisories including ICSA-26-106-01 through 04.NOAA / NWS / SWPC• Storm Prediction Center — Day 1 Convective Outlook — Enhanced severe risk across Upper/Middle Miss Valleys and Central/Southern Plains.• Weather Prediction Center — National precipitation and flash flood guidance.• NOAA SWPC — G2 (Moderate) geomagnetic storm watches April 17–18, 2026.NIFC / Wildfire• NIFC — Incident Management Situation Report (April 16, 2026) — National wildland fire synopsis: 1,744,190 YTD acres; 8 uncontained large fires; 770 personnel assigned.• NIFC — National Fire News — Daily national wildfire activity summary.DHS / NTAS• DHS — National Terrorism Advisory System — Current NTAS bulletins and updates.Travel Advisories• U.S. Department of State — Travel Advisories — Country-by-country levels and recent updates.CDC / Public Health• CDC HAN — Medetomidine in the U.S. Illegal Fentanyl Supply — Health Advisory on overdose and severe withdrawal syndrome risk.Florida• WUSF — Newman Road Fire containment rises to 60% — Collier County wildfire at 1,733 acres; 60% contained; evacuations in place.• WGCU — Newman Drive Fire evacuations and shelter info — Evacuation streets and Golden Gate Community Center pet-friendly shelter.Iowa• We Are Iowa — Boil order across five counties — Pottawattamie, Harrison, Shelby, Audubon, and Cass counties on Regional Water system.• Iowa HSEMD — Regional Water boil order bulletin — Official Iowa HSEMD bulletin forwarding boil-order details.Nevada• Nevada Appeal — Silver City boil-water notice — Notice issued 7:45 a.m. April 16 by Storey County for all Silver City residents.• KOLO — Silver City boil-water notice — Additional coverage with resident guidance.New Jersey• Clean Air and Water — New Jersey boil-water advisory (April 15, 2026) — Summary of Newark-area advisory following water-main break in Belleville.• Newark Patch — Boil Water Advisory guidance — Ward-level impact in Newark and resident instructions.New York• WGY — Rotterdam residents under boil-water advisory — Precautionary boil advisory after April 15 water-main break.Hawaii• Star-Advertiser — Trump issues disaster declaration after Kona-low storms — Declaration detail and affected counties.• Hawaii Public Radio — Federal disaster aid for storm-impacted residents — Governor Green deploys federal IA for affected counties.Guam• Kandit News — GWA boil-water notice update — Sustained pressure loss in distribution system following Typhoon Sinlaku.• Commonwealth Utilities Corporation — Precautionary Boil Water Notice — Official utility notice for affected islands.Northern Mariana Islands (CNMI)• Isla Public — CNMI/Guam federal emergency declarations — Status of the April 11 emergency declaration as Sinlaku advanced.• The Watchers — Sinlaku cripples Saipan and Tinian — Infrastructure, power, and road impact summary.• NPR — Super Typhoon Sinlaku pounds remote U.S. islands — National coverage of the storm's Mariana Islands impact. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit emnetwork.substack.com/subscribe

Today's EM Morning Brief covers Super Typhoon Sinlaku's devastating impact on Guam and the Northern Mariana Islands, where winds up to 185 mph knocked out power and water and displaced more than a thousand residents. A multi-day severe weather outbreak has produced confirmed tornadoes across six states, including an EF-3 near Union Center, Wisconsin, and an EF-2 in Ottawa, Kansas. Florida's extreme drought—the worst since 2012—has fueled more than 1,600 wildfires and 100,000 acres burned in the first 100 days of 2026, with multiple counties declaring local emergencies. CISA continues its active advisory cadence with new KEV additions and the ongoing Cisco SD-WAN emergency directive. FEMA housing inspectors begin property evaluations in Washington state under the newly approved disaster declaration. The national wildfire picture remains above average at 231 percent of the ten-year norm, with Red Flag Warnings active across the Southern Plains. EM Morning Brief is your concise daily update on national and state-by-state emergency management news. Produced by Sitch Radio, an EOC Voices podcast.Key Takeaways• Super Typhoon Sinlaku: Winds up to 185 mph devastated Saipan and Tinian; power and water out for potentially weeks; 1,000+ residents sheltered; presidential emergency declarations active for both Guam and CNMI.• Multi-Day Tornado Outbreak: Confirmed tornadoes across Kansas (EF-2), Wisconsin (EF-3), Oklahoma (EF-1), Iowa, Minnesota, and Arkansas from April 13–15; three injured in Ottawa, KS; continued severe threat through April 16.• Florida Drought Emergency: Nearly 80% of the state is in extreme drought—the worst since 2012; over 100,000 acres burned from 1,600+ wildfires in 2026; multiple county burn bans and local emergency declarations.• Southeast Drought and Fire Risk: Georgia reports D4 Exceptional Drought in Seminole County; North Carolina's statewide burn ban enters its third week with 554 fires; Virginia is under critical fire weather warnings.• CISA KEV and Emergency Directive: Nine new Known Exploited Vulnerabilities added April 13–14, including Fortinet and Adobe flaws; Cisco SD-WAN Emergency Directive 26-03 hunt-and-hardening phase continues.• FEMA Disaster Recovery: Housing inspectors begin evaluating properties in Washington state (DR-4906, $182.3M in damage); Montana disaster declaration for December storms; Guam and CNMI emergency declarations are active.• National Wildfire Posture: Preparedness Level 2; 23 uncontained large fires; 1.72 million acres burned YTD (231% of 10-year average); Red Flag Warnings active across Southern Plains.• Nevada Earthquake: M5.7 near Silver Springs on April 13; 43 aftershocks; 17% chance of a larger aftershock within the week; no significant damage reported.• New Jersey Boil Water Advisory: System-wide advisory in South Brunswick Township following water main break on April 15; remains in effect until DEP testing clears the supply.SourcesDHS / NTAS• DHS NTAS Bulletin — Heightened threat environment amid Israel-Iran conflict• DHS National Terrorism Advisory System overviewCISA• CISA adds two KEVs to catalog (April 14, 2026)• CISA adds seven KEVs to catalog (April 13, 2026)• CISA Emergency Directive 26-03 — Cisco SD-WAN• CISA Supplemental Direction ED 26-03 — Hunt and hardening guidanceNIFC / Wildfire• NIFC Incident Management Situation Report (April 15, 2026)• NIFC National Fire News• InciWeb — Active wildfire incidentsNOAA / NWS / SPC• SPC Day 1 Convective Outlook (April 16, 2026)• NWS Kansas City — Hazardous weather outlook and flood warnings• NWS — Ottawa, Kansas tornado summary (April 13, 2026)• NWS Twin Cities — April 13, 2026 hail and tornado summary• NWS La Crosse — April 14, 2026 severe thunderstormsFEMA• FEMA — Washington major disaster declaration (DR-4906)• FEMA — Montana major disaster declaration• FEMA — Guam emergency declaration• FEMA — CNMI emergency declaration• FEMA — Housing inspectors begin evaluating WA properties (April 15)USGS• USGS — Significant Earthquakes 2026• M5.7 earthquake near Silver Springs, NV (April 13, 2026)State Dept / Travel• State Dept — Middle East travel advisory (updated April 10, 2026)• State Dept — Worldwide CautionCDC• CDC HAN 00527 — Medetomidine in the illicit fentanyl supply (April 2, 2026)Arkansas• 5News — Severe storms and tornado warnings in River ValleyFlorida• Tampa Bay Times — Florida wildfires shattering records amid drought• Fox Weather — Florida fire danger spikes as extreme drought reaches 25-year high• WCTV — Burn bans issued across Big Bend, South Georgia (April 15)• Hernando County — Burn ban effective April 14, 2026Georgia• WCTV — Burn bans across Big Bend and South Georgia• WSB-TV — Barrow County burn ban (April 15)• WALB — Decatur County burn ban (April 15)Iowa• KCRG — Tornado and hail damage across eastern Iowa (April 14)• AccuWeather — Tornadoes and grapefruit-size hail in Iowa and WisconsinKansas• NWS Topeka — EF-2 tornado in Ottawa, April 13• The Watchers — NWS confirms EF-2 tornado injured 3 in Ottawa• KWCH — Kansas governor declares disaster emergencyMinnesota• NWS Twin Cities — April 13 hail and tornado summary• Fox 9 — 3 possible tornadoes in southern MinnesotaMissouri• GovOneStop — Missouri flood warning, Big Creek at Blairstown• KSHB — Flooding affects roads in Johnson County, MissouriMontana• FEMA — Montana major disaster declaration (April 11, 2026)• Daily Inter Lake — Lincoln County disaster declarationNebraska• InciWeb — Morrill Fire information• 1011 Now — Nebraska wildfire operations wind down with full containmentNevada• ABC News — Magnitude 5.7 earthquake in Nevada• MyNews4 — M5.7 earthquake near Silver Springs, Lyon CountyNew Jersey• Patch — South Brunswick boil water advisory after water main break (April 15)North Carolina• NC Dept. of Agriculture — Statewide burn ban continues (April 14)• WECT — 554 wildfires scorch 2,200 acres under burn banOklahoma• NewsOn6 — Storm damage in Tulsa and Muskogee• Fox23 — NWS confirms EF-1 tornado in Tulsa Hills (April 15)• NewsOn6 — Hilldale cancels classes after Muskogee tornadoSouth Carolina• SC Public Radio — Red Flag Fire Alert as drought intensifiesTexas• Texas A&M Forest Service — Current wildfire status• TDEM — Governor Abbott activates emergency resources (April 10)Virginia• WSLS — Virginia wildfire risk grows amid April drought and early heatWashington• FEMA — Housing inspectors begin evaluating WA properties (April 15)• KNKX — FEMA approves disaster funding for WA after December floodsWisconsin• WMTV — EF-3 tornado confirmed near Union Center, multiple homes damaged• We Are Green Bay — Multiple tornadoes confirmed in WisconsinGuam / CNMI• NPR — Super Typhoon Sinlaku pounds remote U.S. islands• PBS NewsHour — Super Typhoon Sinlaku with ferocious winds• FEMA — Guam emergency declaration• FEMA — CNMI emergency declaration• World Central Kitchen — Response to Super Typhoon Sinlaku This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit emnetwork.substack.com/subscribe

Today we had the unique opportunity to record COBT live from the Gulf Coast Power Association's (GCPA) Annual Spring Conference in Houston. Joining us on stage were Mary Anne Brelinsky, President and Chief Commercial Officer of Alpha Generation, and Sean Kelly, CEO of Amperon. We were thrilled to explore the current power landscape with Sean and Mary Anne. In our conversation, we examine the growing complexity of operating in today's power markets, with Mary Anne explaining how managing a multi-ISO portfolio requires constant coordination across operations, commercial teams, and real-time decision-making in the face of shifting weather patterns, fuel volatility, and evolving regulations. She emphasizes that forecasting remains one of the industry's biggest challenges, as decisions are made daily with imperfect information and an increasingly dynamic grid where supply and demand must be balanced in real time. Sean builds on these themes by discussing how Amperon is using AI and machine learning to improve forecasting accuracy, streamline workflows, and help customers navigate volatility, noting that the sheer volume of data has made traditional approaches obsolete. We cover the rapid acceleration in power demand driven by AI, data centers, and broader electrification trends, with Sean highlighting that while not all projected load will materialize, the directional shift is real and significant. Mary Anne emphasizes the growing importance of reliability, resilience, and cybersecurity, noting that as more critical infrastructure becomes electrified, the stakes for keeping the grid secure and operational continue to rise. We discuss how the industry's focus has shifted from improving efficiency to increasing output, with Mary Anne highlighting efforts to expand capacity at existing plants as one of the fastest and most practical solutions. Sean adds that capital is now flowing back into the power sector in a meaningful way, describing this as a structural turning point where electricity is finally being recognized as foundational to economic growth. We touch on increasing public and political attention on power markets, infrastructure bottlenecks, and the growing role of demand-side and behind-the-meter solutions in managing peak load. We close on the idea that while this may be one of the most challenging periods the industry has faced, it is also one of the most exciting, given the scale of opportunity and the critical role power will play in shaping the future. Mike Bradley kicked off the discussion by emphasizing that markets are extremely volatile and remain sharply focused on President Trump's Iran deadline (Tuesday evening) and his threat to bomb strategic targets, including bridges and electric generation assets. From a bond market perspective, the 10-year yield was trading at ~4.3%, with bonds taking their cue from developments in the Iran war and the associated commodity price fallout. Bond investors appear to be largely ignoring upcoming economic reports, including March CPI, and are instead trying to better understand what the Iran war could mean for long-term inflation. From an oil market perspective, WTI closed at ~$110/bbl, up ~$8/bbl over the last five trading days. Seaborne barrels appear to be a better representative of the true “physical” oil market, with Dated Brent surging to over $140/bbl this week. Oil traders seem focused on how high prices might rise with further escalation, while long-term investors appear more focused on when and how far oil prices might plunge once the Strait of Hormuz is reopened. On the broader equity market front, the S&P 500 was up ~3.5% over the last week and appears to be pricing in some modest optimism for an off-ramp in the Iran war. Energy, however, was the worst-performing sector over the same period, down ~3.5%, with most Energy subsectors down 1% to 4%. On a YTD basis, though, Energy remains by far the best-performing S&P sec

Exploring Bogus oil prices Hold cow – look at what Gemini and JSD can do… Markets needed good news – Correlation high Fed on hold? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter   Warm-Up - Bogus Oil Prices - Look at what Gemini and JSD can do... - Markets needed good news - Correlation high - Fed on hold? - JCD LIMERICK! Markets - Did we just correct? - Inflation - Eco that matters - Manipulation in Oil - Land? John Dvorak Jr. - Guest  - UPDATE ON JCD - AH Spoke with JCD Saturday.... Oil Prices - Bogus? - The price of oil in the middle east is at $140 for its land-locked price, but ocean traveling oil is at $100. - Sort, of, opposite of what you'd expect? - But, then there's been active conversation and warning about manipulating oil futures to manage the situation. - Oil in Backwardation across the spectrum. (Current price of oil contract is $95 and December contract is $75) Oil Prices may be BOGUS - But What About Gas? Gas Prices More Manipulation - The Trump administration has discussed trading in the oil futures market as a strategy to help curb surging crude prices amid the war in Iran, Interior Secretary Doug Burgum said. - US would just sell future contracts and then deliver at those prices at the end of the contract date. (SPR/Venezuela?) - Not sure how markets will take an intervention like that. - Remember when short selling was banned on Financials back in the 2008 ----Stock prices continued to fall during the ban and tended to stabilize only after it was lifted, suggesting the ban did not stop the decline. ------ Seems that when government intervenes in free markets they can set off more panic as the optics make it look even worse. ---- AND- Russian Oil sanctions partially removed Inflation and ECO - PCE Prices stay elevated - GDP rose at a seasonally and inflation-adjusted annual rate of just 0.7% in the fourth quarter, according to a Commerce Department revision Friday. - The first revision of the GDP reading was a sharp step down from the previous estimate of 1.4% and well below the Dow Jones consensus forecast for 1.5%. - The core PCE inflation rose 0.4% in January and 3.1% on a 12-month basis. The ex-food and energy reading was 0.1 percentage point higher than December. Eco Table Oil Models...Very Cool - JSD - Explain - https://gemini.google.com/share/d1427a61a804 Department of Defense, err War, is hiring - The Pentagon is hiring financial 'defense', or is that a financial warfare unit? - This may mean we're beginning to really adopt "Unrestricted Warfare (???) ----- ie: The Chinese strategy where the warfare model is extended to include social engineering, illicit trade, and finance operations. - Isn't this already in play? Tariffs, Straits of Hormuz, Asset Seizure (Russian Yachts), Venezuelan Oil???? --- This is why Quantum is in play too...(offense and defense) Did you know? - 30% of Helium production comes from Qatar - Qatar helium production stopped back on March 2nd, and is ~30% of all helium globally - South Korea depends almost entirely on helium from the strait of Hormuz, with 65% from Qatar specifically -  Semiconductor manufacturing - - Wafer/equipment cooling — High thermal conductivity removes heat fast during lithography, etching, deposition, and other steps; critical for precise temp control and smaller chip nodes (no good substitutes). - - Inert purging & atmospheres — Chemically inert; flushes systems, prevents unwanted reactions in annealing, deposition, or vacuum chambers. -- - Plasma processes — Acts as carrier, diluent, or purge gas in plasma etching for precise circuit patterning. - - Leak detection — Tiny atoms detect micro-leaks in tools, pipelines, and vacuum systems to ensure reliability. - - Backside wafer cooling — Delivers stable cooling to silicon wafers in advanced fabs. INDIA! Running out of Gas - Does it matter? - India maintains only a 25 day reserve of oil - Good news for them that they use coal for electricity generation, and only use oil for transportation - BUT BUT BUT, What about getting goods from one place to another in India? -- FWIW - coal prices up 19% YTD in India Back to this... - AI not causing job losses - WHAT ABOUT META? - Meta's stock climbed after Reuters reported the social media giant is planning to lay off over 20% of its 79,000 employees to balance AI-related spending. Drone Warfare - New Warfare fought like games - Ender's Game Movie - Length: 3.5 meters (about 11.5 feet) Wingspan: 2.5 meters (about 8.2 feet) Weight (total takeoff/mass): Approximately 200 kg (around 440 pounds) Warhead/payload: Typically 40–50 kg explosive (some variants up to 90 kg with reduced fuel/range) --- Usage ~ 2,000 per day in Iran an peak of 10,000 per day in Ukraine/Russia Gaming Industry - DOA? See above - no wonder why - it is IRL now - Q1 continues sharp decline in video game sales - Older gamers: new AAA titles heavily cannibalized by old games - Gen Z & Alpha mostly play only Roblox (144M DAU), Fortnite (60M DAU), or Minecraft (11M DAU) - Young gamers rarely buy new AAA titles or consoles - Industry “growth” driven purely by subscriptions & upsells — no real sales increase - Hardware far below peaks: PS2 sold 160M, Nintendo DS 154M vs Switch 2 only 17M (original Switch lifetime 114M) - AI failing to cut costs for big studios — Roblox capturing all the upside - Roblox launches Incubator & Jumpstart programs for kids using AI “vibe-coding” to chase millionaire status INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ Target Earnings - Target posted another quarter of falling revenue and customer traffic at its stores, though its shares rose as the retailer's earnings beat estimates and it said it is poised to end its sales slump. -  Earnings per share: $2.44 adjusted vs. $2.16 expected - Revenue: $30.45 billion vs. $30.48 billion expected - Target said it expects full-year adjusted earnings per share to range from $7.50 to $8.50. Its adjusted earnings per share for the most recent full year were $7.57. - Shares up 7% in a piss poor tape     Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS There is a tech pundit whose name be John, Whose sharp takes went late into dawn. He hit pause for some care, But with grit (and repair), Soon he'll be back oh so steady and strong. See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter