What podcasts say about Ben Weiss

Every statement, with the speaker, the exact quote and the moment it was said.

What Ben Weiss has said on podcasts

23 statements · 15 positive · 5 negative · 2 mixed · 1 neutral

on Advanced Micro Devices, Inc. (AMD)NegativeOct 7, 2026· Halftime Report
Some technology stocks, including AMD, trade at unreasonable valuations.
“the multiple in tech stocks, some of them like an AMD. I mean, come on. That's not a reasonable multiple.”
Listen at 10:56
Open the episode · Halftime Report Celebrates 15 Years 10/7/26
on Investment decision-makingPositiveOct 7, 2026· Halftime Report
Investors should seek opposing views to test their investment theses.
“If I'm shorting stock, and I don't short many now, or I'm going long, I seek out somebody who's got a different opinion.”
Listen at 30:44
Open the episode · Halftime Report Celebrates 15 Years 10/7/26
on SK HynixPositiveOct 7, 2026· Halftime Report
SK Hynix appears undervalued relative to Micron and may rise further.
“SK Hynix. I don't own it. I've been looking at it. It's a little, you know, displaced relative to what we've seen in Micron. And I think it's got some more legs.”
Listen at 48:10
Open the episode · Halftime Report Celebrates 15 Years 10/7/26
on FrontlinePositiveSep 28, 2026· Stock Movers
Higher crude oil and floating storage prices improve Frontline’s bottom line.
“The stock is pushing up as crude oil and floating storage containers rose more than 4.4% over the past week. That pushes up costs and the bottom line for Frontline.”
Listen at 0:58
Open the episode · Frontline Rises, ConocoPhillips Gains, Royal Gold Drops as Gold and Silver Miners Fall
on FrontlineMixedSep 28, 2026· Stock Movers
Higher crude oil and floating-storage prices raise Frontline’s costs and bottom line.
“The stock is pushing up as crude oil and floating storage containers rose more than 4.4% over the past week. That pushes up costs and the bottom line for Frontline.”
Listen at 0:59
Open the episode · Frontline Rises, ConocoPhillips Gains, Royal Gold Drops as Gold and Silver Miners Fall
on ConocoPhillipsPositiveSep 28, 2026· Stock Movers
ConocoPhillips shares are rising amid Iran and Strait of Hormuz tensions.
“ConocoPhillips, ticker COP. It's jumping this morning.”
Listen at 1:18
Open the episode · Frontline Rises, ConocoPhillips Gains, Royal Gold Drops as Gold and Silver Miners Fall
on ConocoPhillipsPositiveSep 28, 2026· Stock Movers
ConocoPhillips shares are rising amid U.S.-Iran diplomatic uncertainty over the Strait of Hormuz.
“ConocoPhillips, ticker COP. It's jumping this morning. I think it's more broadly the larger diplomatic conversations happening between Trump and Iran and how the Islamic Republic is saying they will not open the Strait of Hormuz. And Trump is sending kind of mixed signals about his desire to reach a compromise.”
Listen at 1:19
Open the episode · Frontline Rises, ConocoPhillips Gains, Royal Gold Drops as Gold and Silver Miners Fall
on Royal GoldNegativeSep 28, 2026· Stock Movers
Royal Gold shares are declining.
“The stock is dropping.”
Listen at 2:03
Open the episode · Frontline Rises, ConocoPhillips Gains, Royal Gold Drops as Gold and Silver Miners Fall
on GoldNegativeSep 28, 2026· Stock Movers
Rising government bond yields reduce demand for gold.
“Basically, rising government bond yields decreases kind of the desire to buy up more volatile assets like gold.”
Listen at 2:05
Open the episode · Frontline Rises, ConocoPhillips Gains, Royal Gold Drops as Gold and Silver Miners Fall
on La-Z-Boy company-owned storesPositiveAug 19, 2026· Stock Movers
La-Z-Boy’s company-owned stores recorded year-over-year growth.
“Lazy Boy saw some growth from its company-owned stores, recording a year-over-year jump”
Listen at 1:27
Open the episode · Moderna Rises, La-Z Boy Drops, Norfolk Southern Corp Climbs as Regulator Resumes Review of Bid From Rival
on La-Z-BoyPositiveAug 19, 2026· Stock Movers
La-Z-Boy generated approximately $500 million in the last quarter.
“They made like $500 million in the last quarter.”
Listen at 1:38
Open the episode · Moderna Rises, La-Z Boy Drops, Norfolk Southern Corp Climbs as Regulator Resumes Review of Bid From Rival
on Norfolk Southern and Union Pacific coast-to-coast freight network applicationPositiveAug 19, 2026· Stock Movers
The regulator resumed reviewing Norfolk Southern and Union Pacific’s coast-to-coast freight network application.
“decided to resume consideration of an application from Norfolk and Union Pacific to create the first coast-to-coast freight network”
Listen at 2:01
Open the episode · Moderna Rises, La-Z Boy Drops, Norfolk Southern Corp Climbs as Regulator Resumes Review of Bid From Rival
on Norfolk Southern and Union Pacific proposed freight networkMixedAug 19, 2026· Stock Movers
The proposed freight network could affect shippers, railroads, and the public.
“how the proposed network could affect shippers, other railroads, and the public”
Listen at 2:13
Open the episode · Moderna Rises, La-Z Boy Drops, Norfolk Southern Corp Climbs as Regulator Resumes Review of Bid From Rival
on Norfolk Southern and Union Pacific coast-to-coast freight networkPositiveAug 19, 2026· Stock Movers
Norfolk Southern and Union Pacific seek to create the first coast-to-coast freight network.
“resume consideration of an application from Norfolk and Union Pacific to create the first coast to coast freight network.”
Listen at 2:24
Open the episode · Moderna Rises, La-Z Boy Drops, Norfolk Southern Corp Climbs as Regulator Resumes Review of Bid From Rival
on AI demandPositiveAug 12, 2026· Stock Movers
CoreWeave's growing backlog indicates continued interest in AI.
“that's a sign that interest in AI is still searching”
Listen at 0:59
Open the episode · CoreWeave Soars, Cava Rises, Super Micro Computer Jumps on Sales Outlook That Tops Rosiest Projection
on Super Micro Computer, Inc.NeutralAug 12, 2026· Stock Movers
Supermicrocomputer is a key indicator of AI demand.
“The company is a key tracker of AI demand”
Listen at 1:10
Open the episode · CoreWeave Soars, Cava Rises, Super Micro Computer Jumps on Sales Outlook That Tops Rosiest Projection
on Super Micro Computer, Inc.PositiveAug 12, 2026· Stock Movers
Supermicrocomputer is thriving as AI demand drives server sales.
“Supermicrocomputer sells computer servers and is thriving amid the AI mania”
Listen at 1:18
Open the episode · CoreWeave Soars, Cava Rises, Super Micro Computer Jumps on Sales Outlook That Tops Rosiest Projection
on Supermicrocomputer serversPositiveAug 12, 2026· Stock Movers
Supermicrocomputer servers use NVIDIA chips that are in high demand.
“its servers are outfitted with in-demand NVIDIA chips”
Listen at 1:23
Open the episode · CoreWeave Soars, Cava Rises, Super Micro Computer Jumps on Sales Outlook That Tops Rosiest Projection
on Super Micro Computer, Inc.PositiveAug 12, 2026· Stock Movers
Super Micro Computer is thriving amid AI demand, aided by servers using Nvidia chips.
“Super microcomputer sells computer servers and is thriving amid the AI mania, especially since its servers are outfitted with in demand Nvidia chips.”
Listen at 1:35
Open the episode · CoreWeave Soars, Cava Rises, Super Micro Computer Jumps on Sales Outlook That Tops Rosiest Projection
on CAVA Group, Inc.PositiveAug 12, 2026· Stock Movers
Cava shares rose after the chain reported increased restaurant traffic.
“shares of Cava, ticker C-A-V-A, are also upped after the restaurant chain saw increased traffic”
Listen at 1:50
Open the episode · CoreWeave Soars, Cava Rises, Super Micro Computer Jumps on Sales Outlook That Tops Rosiest Projection
on CAVA Group, Inc.NegativeAug 12, 2026· Stock Movers
Cava sales slowed in July because of a cyclospora parasite outbreak.
“sales did kind of slow in July, however, because of the big cyclospora parasite outbreak”
Listen at 2:07
Open the episode · CoreWeave Soars, Cava Rises, Super Micro Computer Jumps on Sales Outlook That Tops Rosiest Projection
on CAVA Group, Inc.PositiveAug 12, 2026· Stock Movers
Cava shares rose after the chain reported increased traffic across more than 400 restaurants.
“shares of Cava ticker Cava are also upped after the restaurant chain saw increased traffic at its more than 400 restaurants.”
Listen at 2:07
Open the episode · CoreWeave Soars, Cava Rises, Super Micro Computer Jumps on Sales Outlook That Tops Rosiest Projection
on Cyclosporiasis OutbreakNegativeAug 12, 2026· Stock Movers
Cava sales slowed in July because of the Cyclospora parasite outbreak.
“sales did kind of slow in July, however, because of the big Cyclospora parasite outbreak.”
Listen at 2:25
Open the episode · CoreWeave Soars, Cava Rises, Super Micro Computer Jumps on Sales Outlook That Tops Rosiest Projection

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.