United Airlines ($UAL) podcast mentions
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Speaker D · Prof G Markets · Fed Hikes Rates For First Time In 3 Years — Here’s Why It Matters · 2026-09-17We know from the context of this speech and the visit of Mark Carney at European Parliament there in Strasbourg that both for the United— for the European Union and Canada, with Donald Trump in the White House, they're looking for those so-called middle power alliances that they can build and start to build that real architecture. From the concept we heard from Mark Carney over at Davos, this would be something that would be a sort of step towards that actual architecture.
Oliver Crook · Bloomberg News Now · Microsoft AI Head's Warning, Harold Hamm's Venezuela Deal, More · 2026-09-16SK Hynix said in a statement to Reuters that it is reviewing various measures, including establishing additional production bases, to strengthen the competitiveness of its memory business. Intel declined to comment but said it is continuing with investments in Ohio to ready the site. Amazon Web Services said it is unable to restore access to its cloud computing facility in Bahrain and one of its data hosting zones in the United Arab Emirates. More than 6 months after they were struck by Iranian drones. AWS wrote in a status update, "The damage to our infrastructure spanned multiple availability zones and exceeded what our regional and multi-AZ services are designed to withstand." Availability zones refer to groups of data centers in the same region. The next status update won't come until early next year.
Julie Morgan · Wall Street Breakfast · SK Hynix reportedly eyes U.S. memory play · 2026-09-16This is Saudi Arabia's main Plan B, uh, as and when the Strait of Hormuz gets shut. And since the war started and that vital waterway has been disrupted, it's been the main sort of outlet, along with a similar pipeline, um, running to Fujairah in the United Arab Emirates.
Patrick Sykes · Bloomberg News Now · Trump Legal Setback; AI Guardrails; More · 2026-09-15This is Saudi Arabia's main Plan B, uh, as and when the Strait of Hormuz gets shut. And since the war started and that vital waterway has been disrupted, it's been the main sort of outlet, along with a similar pipeline running to Fujairah in the United Arab Emirates.
Patrick Sykes · Bloomberg News Now · SCOTUS Rebuffs Trump; 10-Year Yield Jumps; More · 2026-09-15Yeah, we do. We do. So let's think about scale. Rideshare is a scale business. So what are some of the drivers of of the scale we have. As you said, partnerships is a big part of it. So right now, 1 in every 3 rides is tagged to a partner. Who are those partners? United Airlines. You've heard of DoorDash. You've heard of them. You know, Hilton. You've heard of Chase Sapphire Reserve. You've heard of it. These are big, important companies that are finding real value in year after year after year after year collaborating with Lyft. And I'll give you an example why. Let's say United Airlines. People take in the real world, not folks like you and me, but people take maybe one, two, maybe three trips.
David Risher · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/14/26 · 2026-09-14Basically. Number 1, give independent third-party evaluators access to AI companies. So they can verify safety practices. He calls out METER, which drew a lot of attention because people were debating how independent METER is. There's some METER employees who have worked at OpenAI, have worked at Anthropic. There's people that work at Anthropic who worked at METER. Like, it's all very much a revolving door with these AI safety groups and then the AI labs. You go back and forth depending on what you're interested in. So, not as independent as like, oh yeah, we're going with an accounting firm who, you know, doesn't really have an opinion about the, like, the AI future. These are all people who are deeply embedded in the discourse, which could be a huge benefit because they take the stuff really seriously. Could also lead to some— what people flagged as like conflicts potentially. But still some optimism from the community around what that would look like. Two is Frontier Labs in Democratic companies should work together with the government's help to establish AI safety standards. And this was the one that people were going back and forth on. Do the labs actually need government approval from this? Dean Ball was talking a little bit about the Sherman Antitrust Act. There are very clear rules about companies agreeing to do really anything in concert with each other. This is the number one reason that you don't want monopolies and cartels forming is that if all of a sudden, you know, oh, you know, American Airlines and Delta and United all say, yeah, we, you know, for safety reasons, we should have fewer flights. It's like, okay, well, what would that do to the market? Probably drive up their margins because there's less flights, charge more for them. They have fixed costs. So, you could very clearly see that collusion in that market would lead to more profits for them. And more harm for the consumer. That's where the Sherman Antitrust Act came from. We flagged this a week or two ago that like even, even though it seems like, oh well, if Demis and Dario and Sam and Elon all agree like this should just happen, that's not a problem. There are actual legal and federal regulatory rules that might need to be adjusted or waived for something like this to happen.
John Coogan · TBPN · The “Pace AI” Debate | Diet TBPN · 2026-09-14Basically. Number 1, give independent third-party evaluators access to AI companies so they can verify safety practices. He calls out Meta, which drew a lot of attention because people were debating how independent Meta is. There's some Meteor employees who have worked at OpenAI, have worked at Anthropic. There's people that work at Anthropic who worked at Meteor. Like, it's all very much a revolving door with these AI safety groups and then the AI labs. You go back and forth depending on what you're interested in. So, not as independent as like, oh yeah, we're going with an accounting firm who doesn't really have an opinion about the AI future. These are all people who are deeply embedded in the discourse, which could be a huge benefit because they take the stuff really seriously. Could also lead to some— what people flagged as like conflicts potentially. But still some optimism from the community around what that would look like. Two is Frontier Labs and Democratic companies should work together with the government's help to establish AI safety standards. And this was the one that people were going back and forth on. Do the labs actually need government approval from this? Dean Ball was talking a little bit about the Sherman Antitrust Act. There are very clear rules about companies agreeing to do really anything in concert with each other. This is the number one reason that you don't want monopolies and cartels forming. Is that if all of a sudden, you know, oh, you know, American Airlines and Delta and United all say, yeah, we, you know, for safety reasons, we should have fewer flights. It's like, okay, well, what would that do to the market? Probably drive up their margins because there's less flights, charge more for them. They have fixed costs. So, you could very clearly see that collusion in that market would lead to more profits for them. And more harm for the consumer. That's where the Sherman Antitrust Act came from. We flagged this a week or two ago that this might like, even, even though it seems like, oh, well, if Demis and Dario and Sam and Elon all agree, like, this should just happen. That's not a problem. There are actual legal and federal regulatory rules that might need to be adjusted or waived for something like this to happen.
John Coogan · TBPN · The "Pacing AI" Debate | Nico Wittenborn, Scott Keogh, Mitchell Green, David Rosenthal & Ben Gilbert, Faraj Aalaei · 2026-09-14Let's switch gears, Jodi, to the theme park business. I know you cover Six Flags, United Parks. Just talk to us about the theme parks business and how that's looking with, you know, this higher inflation out there.
Paul · Bloomberg Intelligence · AI Bosses Risk Clash With Wall Street and Trump Over Safety · 2026-09-14Sure, Scarlet. Yeah, there's definitely a component that there was a competition, particularly United parks talk to this, that the World Cup affected their June, July volumes. But we saw in August that things didn't get better. So if it was just the World Cup and you saw that blip, that starting the summer season wasn't going to be as strong, but it really— it's something that, that has continued into the rest of the summer. And so for the destination parks, you're not necessarily seeing a return of international visitors. That's a function of the fact that the U.S. conversation with allied countries hasn't been so great. So international visitors into the US has been a little bit not as strong as what we've seen, particularly Canada. Unexpectedly, not very much expectedly. And so that is definitely affecting destinations.
Jodi Laurie · Bloomberg Intelligence · AI Bosses Risk Clash With Wall Street and Trump Over Safety · 2026-09-14Well, Laura, I started with a simple observation. You know, patients pay more, employers pay more, taxpayers pay more, and yet physicians increasingly hear there isn't enough money to maintain reimbursement. Patients face increased cost sharing, and both physicians and hospitals spend enormous resources navigating administrative requirements So rather than beginning with the ideology, I thought we should begin with accounting. And for the, for this talk, I like to consider 4 numbers. Employer-sponsored health insurance premiums were about $13,770 in 2010. In 2025, they rose to $26,993. That's the first number. Then the second one is adjusted for inflation in practice costs. Medicare physician payments declined 33% from 2001 through 2026. The third one is physicians report dealing with an average of 43 prior authorizations every week, consuming about 12 hours of physician and staff time. And then the, the last set of numbers at 4, and UnitedHealth Group's revenue increased from $94 billion in 2010 to nearly $448 billion in 2025. Think about it. Now, revenue is not profit. That distinction matters. United has evolved into a vertically integrated healthcare enterprise participating in multiple parts of the healthcare economy. The point isn't that $448 billion was somehow retained by insurer, the question is broader. Follow the dollar through the entire enterprise, not merely through the insurance premium. None of these numbers proves anybody did anything wrong, but put them together and I think we're entitled to ask, who captured the value? We know what healthcare costs, but do we know where the value went?
Morgan Laurio - 1 · Becker’s Healthcare Podcast · The Economics Behind Patient Care with Dr. Morgan Lorio · 2026-09-13Just to be sure, one of the members of the GCC, the UAE— I spoke with the trade minister yesterday who is here in Germany, and he did say that a toll The ruling system in the Strait of Hormuz is non-negotiable for the United Arab Emirates. Now, that's a stance that's repeated, of course, by European officials. That's a stance that is repeated by Gulf officials as well, despite the fact that we reported months ago that some of them might be succumbing to the fact that the fate of the Strait of Hormuz might have changed forever.
Abir Abu Omar · Bloomberg News Now · 9/11 Observed by President Trump, Core CPI Tops Forecasts, More · 2026-09-11Just to be sure, one of the members of the GCC, the UAE— I spoke with the trade minister yesterday who is here in Germany, and he did say that a tolling system in the Strait of Hormuz is non-negotiable for the United Arab Emirates. Now, that's a stance that's repeated, of course, by European officials. That's a stance that is repeated by Gulf officials as well, despite the fact that we reported months ago that some of them might be succumbing to the fact that the fate of the Strait of Hormuz might have changed forever.
Zabeera Abu Omar · Bloomberg News Now · Remembering 9/11 25 Years Later, Iran to Meet on Hormuz, More · 2026-09-118:46 a.m. on Tuesday, September 11th, 2001 changed my life. And the lives of millions of others forever. 19 hijackers from the Islamic terrorist organization al-Qaeda used their free will to carry out the devil's work, resulting in the murder of 2,977 innocent souls who were never able to fulfill the measure of their creation. I witnessed the horror unfold up close while working at Merrill Lynch on the top floor of the World Financial Center adjacent to the World Trade Center in New York City. When I heard the loudest explosion, I rushed to the window and saw a gaping hole, chunks of the silver metallic building falling like confetti, massive flames and black smoke billowing from the North Tower, also known as One World Trade Center. I could not process what I was seeing. I had walked through One World Trade Center only an hour earlier. My first thought was, "People are dying up there." My heart was crushed as the terror continued. As I frantically escaped my building after the second plane crashed into the South Tower, also known as Two World Trade Center, amid the pandemonium, a sobering question came to my mind: Am I prepared to meet my Maker? Am I ready to die? Through the fear and terror, I experienced a glimmer of peace as I dug deep to make sense of the havoc. One thing I knew for certain: I was a child of God, and he loved me. I felt that calm reassurance even in the darkness. There was hope. I instantly knew I was at the World Trade Center for a reason. I vowed that one day I would stand as a witness of God, serve others and our great nation. I stayed true to that vow and left the lucrative financial industry in 2009 to serve as an FBI special agent. I witnessed the best and worst of humanity on September 11th. Selflessness, sacrifice, and courage were on full display among the FDNY, NYPD, Port Authority Police Department, first responders, and everyday civilians who lost their lives protecting strangers. These patriots ran toward danger while everyone else ran away. Passengers on United Flight 93 bravely prevented the plane from reaching its intended target. We also pay tribute to the thousands of rescue and recovery workers who have since died from health issues resulting from Ground Zero toxins.
Nicole Parker · The Fox News Rundown · 09/11/2026: 25 Years Later: The Legacy of 9/11 · 2026-09-11