Episode Mentions
Bloomberg Tech · Apr 24, 2026
Intel Delivers Strong AI-Fueled Outlook
“X-Energy customer; first nuclear project deployment expected in 2030s”
Intel CPU Demand and Data Center AI WorkloadsIntel Foundry Business Execution and 18A/14A Process NodesTech Workforce Reductions and AI CapEx Offset Strategy
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Mad Money w/ Jim Cramer · Apr 23, 2026
Mad Money w/ Jim Cramer 4/23/26
“Chemical producer benefiting from Strait of Hormuz closure; up 65% YTD with CEO Jim Fiddley discussing multi-quarter margin expansion”
Enterprise Software Valuation CollapseAI Displacement Risk in SaaSHealthcare Stocks as Value Plays
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Fresh Air · Apr 1, 2026
An exposé of the plastic industry
“Large chemical company producing plastic materials and additives”
Plastic Production Economics and Industry ExpansionFossil Fuel Industry Business Model DiversificationMicroplastics Health Effects and Bioaccumulation
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Possible · Feb 11, 2026
Making sense of the layoff wave
“One of three companies responsible for nearly half of January layoff announcements”
AI-attributed layoffs vs actual causesCOVID-era business restructuring impactsAI agent security and reliability concerns
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Intelligence Matters · Mar 8, 2023
Kristin Wood on the Intelligence Value of Open Source Data
“Manufacturing company with open source intelligence unit for market and competitive analysis”
Open Source Intelligence (OSINT) Definition and ScopePublicly Available Information vs. Commercially Available InformationIntelligence Community Organizational Structure and Resource Allocation
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