What podcasts say about Alexis Christoforous
Every statement, with the speaker, the exact quote and the moment it was said.
What Alexis Christoforous has said on podcasts
59 statements · 26 positive · 25 negative · 8 neutral
Nike sales are declining in China.
“Sales are declining in China.”
Open the episode · Nike Slumps, Seagate Falls, Freeport-McMoRan RisesListen at 1:07
Nike shows no signs of a sustainable turnaround.
“we're not seeing signs of a sustainable turnaround”
Open the episode · Nike Slumps, Seagate Falls, Freeport-McMoRan RisesListen at 1:27
Toshiba expansion threatens Seagate and Western Digital's scarcity premium.
“that sort of threatens the scarcity premium which these companies get for storage and memory chips.”
Open the episode · Nike Slumps, Seagate Falls, Freeport-McMoRan RisesListen at 2:39
The copper market is currently supply constrained.
“the copper market is really supply constrained”
Open the episode · Nike Slumps, Seagate Falls, Freeport-McMoRan RisesListen at 3:41
Copper supply is at a 15-year low.
“supply that is at 15-year lows.”
Open the episode · Nike Slumps, Seagate Falls, Freeport-McMoRan RisesListen at 3:44
Grasberg is returning at 60% operational capacity.
“That is coming back now at 60% operational capacity.”
Open the episode · Nike Slumps, Seagate Falls, Freeport-McMoRan RisesListen at 4:02
High gas prices and inflation are straining consumer budgets
“high gas prices, you know, stubborn inflation straining consumer budgets”
Open the episode · McCormick Climbs; Accenture and Constellation Energy JumpListen at 0:54
McCormick appears to be outperforming its rivals in the latest quarterly report
“seems to be outperforming its rivals”
Open the episode · McCormick Climbs; Accenture and Constellation Energy JumpListen at 1:15
Investors worry Accenture cannot demonstrate how AI helps clients
“the company will not be able to show how, how AI can help its clients”
Open the episode · McCormick Climbs; Accenture and Constellation Energy JumpListen at 1:57
The Constellation Energy agreement will support over $3 billion in infrastructure investment
“it will support more than $3 billion of infrastructure investment”
Open the episode · McCormick Climbs; Accenture and Constellation Energy JumpListen at 2:45
Wall Street appears favorable toward Constellation Energy’s deal
“Wall Street seems to like this deal”
Open the episode · McCormick Climbs; Accenture and Constellation Energy JumpListen at 2:48
All passengers and crew safely exited the FlyDubai aircraft.
“Everybody got off the plane safely.”
Open the episode · FlyDubai Rescue Latest; Trump Calls on Powell to Resign from Fed BoardListen at 7:06
Everyone aboard the FlyDubai flight landed safely after the cockpit attack.
“everyone in the end managed to get down safely.”
Open the episode · FlyDubai Rescue Latest; Trump Calls on Powell to Resign from Fed BoardListen at 18:24
The FlyDubai incident will make travelers question using Dubai and nearby hubs.
“this incident will raise some serious questions for a lot of travelers, whether they want to transit through the area or land in Dubai.”
Open the episode · FlyDubai Rescue Latest; Trump Calls on Powell to Resign from Fed BoardListen at 20:33
FICO has declined 50% year to date.
“it has really been having a tough time the last year. It's down 50% year to date.”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 1:54
VantageScore adoption will increase competition for FICO.
“this is going to increased competition for FICO”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 2:03
FICO scores range approximately from 350 to 850.
“it ranges from like 350 to I guess 850 if you're super, super stellar”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 2:09
Expanded VantageScore adoption will increase competition for FICO.
“this is going to increase competition for FICO”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 2:14
FICO charges fees whenever a lender requests a score.
“it charges each time a lender requests a score”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 2:19
Netflix has shifted from subscriber growth to revenue and earnings growth.
“The story has changed from being a subscriber growth story to now you're just a regular company and you have to grow your revenues and earnings.”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:25
Netflix needs hit shows but currently lacks them.
“You have to have hit shows and they haven't had any.”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:38
Netflix is unlikely to enter sports.
“I don't think they're going to get into sports.”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:42
CarMax increased profit and sales by selling more vehicles at higher prices.
“an increase in profit and sales during the second quarter because it sold more vehicles at higher prices”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:47
Netflix has become a mature company.
“It's become a mature company.”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:47
CarMax’s average used-car selling price rose 6% to nearly $28,000.
“A used car up 6% in the last quarter to nearly $28,000.”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 4:00
Average used-car prices rose 6% to nearly $28,000 last quarter.
“the average selling price for a used car, a used car, up 6% in the last quarter to nearly $28,000”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 4:08
The America.gov launch event will include panels on AI, energy, health, space, and agriculture.
“The event will include panel discussions on AI, energy dominance, health, space, space and agriculture.”
Open the episode · US-Iran Stalemate; Trump Weighs In On UK Terror PlotListen at 4:50
Brent and WTI crude prices rose sharply amid Middle East developments.
“Brent crude nearing up 4% at $108.21 a barrel and WTI crude rallying 3.5% at $95.57 a barrel.”
Open the episode · US-China Tariff Deal; Iran Won't Soften DemandsListen at 3:19
CPU-focused contracts provide better margins than GPU-focused contracts
“Apparently that is better for margins than, say, GPUs.”
Open the episode · Akamai-Anthropic Deal; People Inc. Gains as MGM Mulls Making a Bid; Costco BeatsListen at 1:20
Darden’s first-quarter sales exceeded $3.2 billion after growing more than 5%.
“First quarter sales climbed more than 5%, topping $3.2 billion.”
Open the episode · Darden Slips; MGM and Stitch Fix LowerListen at 0:52
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.