$D Dominion Tape Reports
Per Ticker.id: $D Dominion Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-20 08:15 UTC.
So thank you so much for having me on. What I have taken action on here in Virginia is as the SCC, Virginia's State Corporation Commission, reviews the proposed merger of Virginia's Dominion Energy with Florida's NextEra, it is extraordinarily important that the people of Virginia, our small businesses, our community members have a voice in this process. And so that's why I have taken the legal step of intervening in this case, and that will ensure that I am a party to the case and that I can raise questions, that I can bring priorities forward and frankly be a part of the discussion as the SEC moves through the case, reviewing the case, ultimately making a decision. To be clear, I'm not trying to dictate the decision, but I do want to ensure that things I know are most important— affordability of our electric bills, Virginia jobs, and our energy future here in the Commonwealth— are top priorities in the overall review. And, and how this fits into any larger trends, that I, I can't necessarily speak to, but I will say that here in the Commonwealth, for a merger this size, wholly unprecedented in Virginia's history, it is important that Virginians know that there is someone advocating for their priorities throughout the entirety of the process. So in an unprecedented circumstance of an unprecedented-style merger, that's why I'm taking this step.
Abigail Spanberger — Squawk Pod · Nvidia’s Investable Chips, the VA Governor, & AI Gone Rogue 8/11/26 · 2026-08-11It, it really just underscores how flat-footed the AI community was in terms of anticipating how they would be received by local communities and the different issues surrounding it, including higher energy costs. First, you have Governor Hochul with the moratorium here, Governor Abbott in Texas, the Virginia governor stepping in on the proposed merger between Nexera and Dominion because of higher energy costs, concerned that there would be higher energy costs because of this deal and because of the related data centers in the state of Virginia. So, you know, this really underscores the enormous amount of backlash these guys are facing.
Melissa Lee — Squawk Pod · Open-Sourcing Meta & Grand Theft Auto VI Pre-Orders 8/10/26 · 2026-08-10My mission is simple: to make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it. Mad Money starts now. Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramerica. Other people, my friends, I'm just trying to save you a little bit of money here. My job is not just entertain, but to do some teaching. So call me at 1-800-743-CBC. Tweet me, Jim Cramer. The crosscurrents are roiling. This is almost always what happens during this particular portion of the earnings season. We have situations that are hard to understand without much time to understand them. We have companies that expect us to look at metrics that seem made up to us, and we have all sorts of macro inputs— oil, interest rates, war. And that's how you get open field running, where stocks reverse on a dime, as can the averages, which traded all over the place until the Dow finished down 6 measly points. S&P declined 0.14%, but the Nasdaq lost 0.57%. Now, it may help to understand the backdrop. Okay, I'm back to waking up at 2:47 AM again. I mean, not a lot of people up at that hour. So you fire up the machine and boom, what do you see? SK Hynix— oops, SK Hynix— down huge and oil up gigantically. So, you know, at 2:49 AM, it's going to be a bad opening, and it is. But things are so fluid and confused because we're in the fog of earnings season. The snap judgments are whipsawing everything. I'm going to give you some examples. This morning we had a watershed moment we've all been waiting for. One model from OpenAI, searching for an answer, hacked its way out of what was thought to be a contained testing environment known as a sandbox, then went online and hacked into Hugging Face's server. Come on, this was amazing. Then Hugging Face used a Chinese model to stop it. I mean, this is insane. It means that the impossible has indeed happened. Agents went rogue. It's how it's WarGames. It's Asimov. Hopefully it's not Terminator. I'll be back. I think this is one of the biggest stories out there. In a world where AI agents can go rogue, what do you do? Well, you should just buy the stock in CrowdStrike. They have a cybersecurity product that will stop it. But the stock was down big and traders ignored their solution entirely. So much for that idea. Then there's Gevo Nova. We're all sure of one thing in this world. There's going to be a surge in turbine production because we're short on power. The demand for these things is insane. So you got to own Givernova, right? The biggest turbine company in the world, one I've been recommending kind of forever. And what happens? It misses the quarter. Not misses, it misses by a mile. You look underneath, though, and the cash flow is terrific. The orders are used to build out, it's gigantic, but the earnings are the earnings. And Givernova didn't have them. So the stock plunged nearly 9%. So, so, so— more on that one later. Meanwhile, we've heard nothing out of NVIDIA of late, right? Make no mistake. Make no mistake about it, I think the world of NVIDIA— I wore my NVIDIA cufflinks for the morning show just for good luck, but lately there hasn't been any news. Perhaps we can say that Supermicro, a customer of NVIDIA that then sells NVIDIA product, had great orders, and therefore we can assume maybe that Dell and HP Enterprise, Supermicro's competitors, must have good orders too. That market sure thinks so. That could be great. Then NVIDIA opens down a couple of bucks and, well, there goes that theory. But wait a second, out of nowhere, mid-morning, the stock does a 180, ending the day up $4.77 or 2%. I searched all day. Can't really give you a reason why. Delayed reaction, bull confusion. That makes sense. I've been pounding the table on Johnson Johnson for days now. I thought the quarter was excellent. Nobody agreed with me. The stock got hammered. I've been screaming about how terrific its technology is, saying perhaps it's okay to diversify away from disk drives into J&J. No, nobody seemed to care. Then today we found out that J&J got a green light from the FDA for its Otava robotic surgical system. Next thing you know, the stock's going bonkers. Investors realize that J&J, wow, they're a technology company. I say, duh, no kidding. But the market's shocked. Look out, change is tech, although it won't matter for a few years. It doesn't stop there. For months, the markets hated enterprise software stocks— Salesforce, Workday, ServiceNow. You have to think these darn things deserve a break, right? I mean, these are some of the finest companies revered for years. They keep getting savaged. We're talking to ServiceNow tonight to see if this quarter can turn itself around. But it's amazing. Enterprise software stocks simply cannot catch a bid. And ServiceNow got crushed during the day before we even saw the quarter. This is not supposed to be happening. Then by mid-morning, oil starts to come down and we start thinking, ah, here it comes. President's going to talk about how the Iranians are begging for a deal, that the talks are going well, that they agree to be defeated and stop developing nuclear weapons. Same story from the spring. Instead, we get the exact opposite. The president ratchets up the stakes, talks about taking out bridges if the Iranians attack shipping. Secretary of State says there are no talks. Then oil reverses and goes down on that news. Now, that makes no sense at all. It should be spiking like mad, but it never visited the highs of the wee hours of the morning. Meanwhile, interest rates are going higher anyway. The 10-year is testing its high. Oh, well, then that means all the interest rate-sensitive stocks should be going down, right? Oh, no, not at all. Wrong. Best performing sectors, utilities. AP Sempra, Dominion, Duke. It gets even crazier. PulteGroup, one of the biggest homebuilders, reports a strong quarter. It's incredibly counterintuitive, especially if the president slaps a big tariff on Canadian lumber. It gets even nuttier, people. The consumer goods stocks should be getting clobbered on higher rates. Their dividends aren't worth as much as when you get better returns in the bond market, risk-free. Plus, they're being hurt by inflation. Higher oil really stymies their earnings power. They should be going down. Yet it turns out to be a Procter Gamble day. Kimberly-Clark, Colgate rally. J.M. Smucker is breaking out. Kraft Heinz is starting to— Kraft Heinz, fantastic short. You can't make this stuff up. Then tonight, Alphabet reports. And this is a perfect example of how confusing things are these days. The company reports an absolutely enormous earnings beat with earnings per share of more than $9. Wall Street was expecting less than $3. But you must forget about that immediately because the quarter included $99 billion, just $99 billion in other income, which relates to the company's investments in SpaceX and Anthropic. Good hunting. The rest of the quarter mix. Google Cloud terrific, up 82% versus last year. That's incredible. This isn't a small division, but the bread and butter Google search business, tad light, which is what the bears are warning about as we move to the AI era. But the most important line might have been free cash flow, or actually negative free cash flow, much worse than expected, down nearly $6 billion as a result of the company's enormous CapEx spending. And it helps explain why the company is issuing $85 billion in stock to help pay for all these investments. The stock's been all over the place after hours, but the cash flow might have been the swing factor and the reason shares ultimately moved lower after hours. Somehow I don't think we've heard the last word on this one yet, though. You can say that these moves make a ton of sense. You just need to think through them. Or you can say, forget it, Jake, it's earnings season. You can't possibly figure this stuff out on the fly. Information is on overload and you can't just go to the chatbots for answers because they don't know either. You know what? I think these things have the mind of an intern, but the language of a CEO.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/22/26 · 2026-07-22You've bought a cheeseburger. Just looking at some of these sectors, like you mentioned utilities, which a lot of people, you would think of that as diversification away from technology, away from tech, away from big tech. But if you look at what the, I mean, it's up, that sector is up 7% year to date. If you look at the companies that have been driving that, it has been the companies that are quote unquote AI compute providers or AI power providers. It's companies like Dominion and Bloom Energy, which is up 143% this year. The same is true. You mentioned real estate. Who are the winners in real estate right now? It's not not REITs that are building houses, it's REITs that are building data centers. It's Digital Reality Trust, Iron Mountain. It's these companies that are basically going out and being AI landlords, similar to what we saw, uh, in our conversation with Mike Novogratz. Same is true of industrials. Caterpillar is now an AI stock. Vertiv is an AI stock. They are carrying that sector. And now, you know, we can talk about the size of companies, large caps versus small caps. A lot of people would say, oh, we're broadening because the Russell 2000, which are the small-cap companies that they are outperforming this year. Well, actually, if you look at the returns, more than half of them have come from AI-related stocks. The same is true by region. A lot of people say, oh, we're broadening, we're getting into international markets, emerging markets are outperforming. Well, no, because South Korea and Taiwan have accounted for 75% of those returns because most of those gains are coming from 3 companies. TSMC, Samsung, and SK Hynix. So we are starting to see this, this, this problem in the way that we talk about markets where there's this idea that we are diversifying, that we're kind of getting away from AI, but we should be very clear, like AI is literally touching everything in this market. It's even touching fixed income. And this is something that Torsten Slok over at Apollo has talked about. AI now accounts for nearly half of all investment grade bond issuance. So you could think like, oh, the equity markets are being kind of overlevered to AI, but the same is now true of the bond markets. And I want to play you this clip. This was, again, this was Torsten Slok, who was one of the, one of the heads over at Apollo. And he's talking about like the 60/40 portfolio, which is sort of the, the classic balancing of your portfolio where you're 60% equities, 40% bonds. He reframes it in a very interesting way.
Ed Elson — Prof G Markets · OpenAI Is Spinning Out Of Sam Altman's Control · 2026-07-20This was a great quote from David Solomon. So Goldman Sachs had a monster, monster quarter and a monster day for the stock. And this is Goldman. This is who Goldman is. He said, uh, the trust we have built with clients over decades continues to position Goldman Sachs at the center of the most strategic and consequential transactions. This includes acting as lead left bookrunner on the record-breaking IPO for SpaceX, an equity raise for Alphabet, as well as advising Dominion Energy's sale to NextEra Energy and Comcast spinoff of NBCUniversal.
Josh Brown — The Compound and Friends · IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street · 2026-07-14The fusion of entertainment, enlightenment, and empowerment. This is The Glenn Beck Program. Glenn Beck is on! Well, hello, welcome from the nation's capital. This is The Glenn Beck Program. Got a lot to talk to you about what happened here in Washington, D.C. over the Fourth of July. It was— I mean, I've never seen anything like it. Both good, both good and bad. Some parts both good and bad. We'll talk about that coming up in just a little while. I really want to start though with something that the president pardoned. He pardoned a couple of guys that were trying to fix trucks, and I really want to go into this because it's a, it's a bigger issue than just trucks. It's who owns your stuff. Do you actually own your stuff or not? When I buy something, can I do whatever I want to do with it? Do I own it or does the government own it? Or does the manufacturer still own it? We'll get into that here in just a second. Also, your power bill going up. I've got a few things to say here in the next 30 minutes. Stand by. First, let me tell you about our sponsor this half hour. It's Patriot Mobile. Well, we got through the first 250 years. Geez, now we got to start working on the next 250. You and I won't be here for that, of course. I mean, unless they find a way for all of us to live forever. Wouldn't that be great? But the people who see us as ancestors will see us. They'll be there, and they will live with all the consequences of the decisions that we're making right now. Every generation inherits a country from the people who came before them. The question is whether we leave the next generation something stronger or something weaker. That's why I appreciate the people who actually stand for something, and that's Patriot Mobile. I want you to go to patriotmobile.com/beck right now and sign up. To get your phone service, all of your internet service from Patriot Mobile online, patriotmobile.com/Beck972Patriot. Use the promo code BECK. Free month of service right now with the promo code BECK. patriotmobile.com/Beck972Patriot. All right. So I want you to, I want you to put yourself in a situation. It's 30 below and your truck will not go faster than 5 miles an hour. And it's not because the engine is broken. The engine's fine. The engine's fine. Engine would run to the moon and back if you just let it. But it won't go faster than 5 miles an hour because a sensor decided on your behalf, for your protection, without asking you, that you're no longer permitted to drive your own vehicle at a speed that would keep you alive on a road in the dark when it's 30 below. Now, I might be a little passionate on this because I might have a truck that won't let me drive past 5 miles an hour because the DEF system, the DEF system, the diesel exhaust fluid, it says no, no, no, no, no, you know, it's not working right. You know, if you've never owned a diesel, you're going to think I'm exaggerating, but let me actually hand you the numbers before you decide I'm just a guy mad at the truck industry or the government. In Alaska, one transportation operator says the DEF system is behind about 85% of his breakdowns. I know my very nice Denali is worthless because of this. A state fleet manager up there, a man whose whole job is just keeping government trucks running, calls it a significant portion of his maintenance cost. Now that's the government saying that. How about us? Now, this is not the ravings of a backyard tinkerer. This, this is a guy whose, whose job it is to move fuel and freight and food, and he's telling you the thing bolted to their engine by federal decree fails and fails and fails again, right when the cold makes failure really deadly. And here's what happened to the men who tried to fix it. 4 years ago, roughly 30 armed EPA agents ran a military-style tactical raid on a diesel shop in Alaska. 30 armed over engine modifications. This is why you do not give the federal government guns. The man who owned that shop, Max Burlock, he's a husband, he's a dad, he's a small business owner and a veteran of the Alaska Air National Guard. His crime was helping truckers keep their rigs from shutting down in subzero cold defeating a one-size-fits-all rule written in an office 2,000 miles away by people who have never once had to start a diesel at 40 below. 30 agents with guns for that. So on Fourth of July, the president pardoned them. I think it was 6 of them, 8 of them. Now They're free. Now, I want you to know one of these guys grossed over $10 million selling tuning devices. I wish I would have known they were available. I would have purchased one. That's real. That's a business. That's not a mercy mission. But you know what a $10 million market tells me? It tells me millions of Americans were so desperate to make their own trucks worth that they lined up and paid top dollar to get around the government's own equipment. What is that? First time I've really seen this outside of drug deals. This is a black market. A black market in America. You don't get a $10 million market around something for an EPA rule unless that rule is failing the American people. So I'm really glad they're pardoned. I'm really, really glad. And I want this whole thing— I want the sensors, the seals, the raids, the crime of fixing your own truck— I want it all gone. Because underneath, underneath all of the diesel and the cold and the fluid and everything is this one question that I've never had to ask in my country. When you buy something with your own money, You sign the paper, you hand over the check. That thing that you now own sits in your driveway, but who owns it? Honestly, who owns it? You? The company that sold it to you and then locked the hood so you can't open your own engine? Or the federal agency that will send 30 armed men to your shop if you touch what, what you supposedly own? They've built a truck that you can't fix. Basic problems you can't fix. The kind a man could handle in his own garage on a Saturday, sealed off. Sealed off. Warnings. Make it clear. Don't open this. A machine that will strand you at 5 miles an hour to satisfy a regulation and then treat you like a felon for wanting to get home. That is not ownership. We have a right to life, liberty, and the pursuit of happiness. We have a right to our own property. That is not ownership, that is custody. Well, they will let you make the payments, but they keep the keys to what really matters. I got to tell you, the Declaration does not use the word truck, but I tell you, the spirit of that document is the same thing. It means the same thing. A free man has dominion over what is his., and no distant authority gets to reach past his front door and tell him what he may or may not repair with his own tools to survive in the winter. You know, it's one thing if you drive a truck. I mean, I, I don't personally, I don't think it is any different, but I, I wanna make this really clear. You drive a truck and you're in a city, you know, you have a, you have a repair person right there. You drive a truck, you're out in the country, you're out where I live in Idaho. You're going 5 miles an hour. It's gonna take you forever to get into town. My town is 40 minutes away at 65 miles an hour. That truck is mine. It doesn't belong to the manufacturer. It doesn't belong to the EPA. It's mine. Enough is enough. I can't believe I'm saying this. Set the mechanics free. Anybody who was ever rated for the sin of making a machine work, set them free. And then let's finish the job here so the next man in the next cold doesn't have to choose between 5 miles an hour and a federal indictment. Because a country that'll send armed agents to stop you from fixing your own truck has forgotten who the truck was ever for. It was for you. It always has been for you. Now let me switch to your power bill. Something else. Do you have control over your own life? Because there's another story out about your power bill. We'll get to that here in 60 seconds. First, our sponsor this half hour is LifeLock. Do yourself a favor, grab a mirror, look into it, say, "I want to steal that person's money." Congratulations, you just stepped inside the mind of a cyber criminal. Also a New York communist. You could run for mayor now. Um, They don't have to know you. They don't care about what you do for a living or what kind of car you drive. They see you as a collection of bank accounts. That's it. Passwords, credit cards, personal information they can turn into cash. And yes, it still applies to both cyber criminals and communist mayors of New York City. And if they could get their hands on your identity, they can open accounts in your name and drain your finances, which is why I recommend LifeLock, US-based identity restoration specialists. They're there to help you if you ever become a victim of identity theft and monitor millions of data points for signs that your personal information is being hacked into or being misused. Protect yourself with LifeLock. Join up now and save up to 30% off your first year with the promo code BECK, B-E-C-K, or call 800-LifeLock, 1-800-LifeLock, or head to lifelock.com. Use the promo code BECK, 30% off. Terms do apply. 10 seconds, station ID. All right. So your electricity bill has gone up.
Glenn Beck — The Glenn Beck Program · Glenn RIPS Mamdani's Communist Independence Day Speech Apart | Guest: Jaco Booyens | 7/6/26 · 2026-07-06Yeah, I mean, they're basically arguing that, one, the data centers themselves should be covering the costs, not ratepayers and PJM. But for this specific project, states are arguing that it should be Virginia ratepayers, if anyone, that really foots the bulk of this bill. And as we mentioned, NextEra set out at these four state PUCs earlier this year, and they are seeing pushback pretty much across the board in, in all of these states. And it's interesting because a lot of the filings do cite the Ratepayer Protection Pledge, but there are also just all these kind of general concerns when it comes to property values and agriculture and all of the, the traditional issues that you would see come up with a project like this. So it is kind of this, this intersection of data center cost allocation and also it is just hard to get people to approve a huge project like this. So it is interesting. I don't know if I mentioned in the intro, but back in 2024, so soon after these projects were approved, Maryland went to FERC and complained about the cost allocation framework for those projects and basically said at that time that Virginia should pay more than, than had been allocated. FERC rejected it at the time. Maryland has now come back to FERC in 2026 in May, um, is taking kind of a zoomed-out approach and is basically asking FERC to assign the data center-driven transmission costs to the specific zone. So I think in this case, Dominion, they want to say assign all the costs to Dominion and then let Dominion figure out internally how to make sure that data centers pay for them. Um, it's a little broader than the 2024 complaint because I think it would apply to, uh, lines going forward, not just that bucket of lines, but all of the states across the board are unhappy with it. And we're seeing, you know, state legislators get involved and it's becoming a little bit of a mess that I think, you know, it is early days, but definitely has the potential to delay the project.
Maeve Alsop — Catalyst with Shayle Kann · How data centers are complicating transmission expansion · 2026-06-25There's like an interesting counterfactual here, right? Which is if, if LLMs had never come along and we had never seen this kind of AI boom that we're in right now, it was already true, as you said, that this transmission line was there in— or was planned in part to serve growing data center-driven load in, in Northern Virginia, in Dominion territory. And so had that played out and NextEra still had to go to all the states and to the PUCs and get approval individually, it's possible they would have made this same argument that they're making now. But it feels like what has changed in the interim is, is two things. One is just the magnitude of the data center growth. And so, you know, it's harder to make the case now that that transmission line is not disproportionately benefiting data center customers because they're the ones who need it the most, and there's— they're where most of the growth is coming from. And then second, there is this more generalized backlash against data centers. And so I, I can imagine that at the state level and even at the local level with all these authorities that need to approve, you know, it— this maybe is getting tied up into this broader thing of, hey, why should we either— why should we build more data centers, or why should we pay for somebody else's data center to get built? Do you have a sense of how much it's that sort of like generalized anti-data center sentiment versus this specific Northern Virginia has a ton of data centers, and so this transmission line needs to serve them and get paid for by them?
Shayle Kann — Catalyst with Shayle Kann · How data centers are complicating transmission expansion · 2026-06-25