What podcasts say about Caroline Hepker
Every statement, with the speaker, the exact quote and the moment it was said.
What Caroline Hepker has said on podcasts
43 statements · 18 positive · 23 negative · 1 mixed · 1 neutral
Alibaba plans $53 billion of AI spending over three years.
“$53 billion of spending over 3 years for, for AI”
Open the episode · Unimicron Roars, Tencent Jump, CCB DownListen at 4:28
Swatek shares rose approximately 11% in Paris trading.
“shares have risen about 11% this morning in Paris”
Open the episode · Soitec Up, Barratt Redrow Cuts, WH Smith DownListen at 1:18
Barratt Redrow shares rose more than 8% after the results.
“Shares actually, though, rose over 8% despite all of that”
Open the episode · Soitec Up, Barratt Redrow Cuts, WH Smith DownListen at 2:33
Barratt Redrow’s current trading was relatively stable.
“it shows relatively stable current trading”
Open the episode · Soitec Up, Barratt Redrow Cuts, WH Smith DownListen at 2:50
The Iran war is weighing heavily on demand at WH Smith travel-hub stores.
“The Iran war, again, weighing heavily on demand at stores in their travel hubs.”
Open the episode · Soitec Up, Barratt Redrow Cuts, WH Smith DownListen at 4:09
European financial stocks and banks are declining
“the overall stock 600 financial services index is down and then the bank subsector within that is also dropping”
Open the episode · UBS Falls, Kety & Puig DealsListen at 1:19
Keti’s Metra acquisition carries execution and integration risks
“there's some execution and kind of integration risks”
Open the episode · UBS Falls, Kety & Puig DealsListen at 2:42
The market views Keti’s Metra acquisition positively
“overall, the market is taking this really positively”
Open the episode · UBS Falls, Kety & Puig DealsListen at 2:44
The Isdin acquisition strengthens Puig’s skincare-market presence
“essentially gives Pooch a bigger... presence in the skincare market”
Open the episode · UBS Falls, Kety & Puig DealsListen at 3:21
Puig shares fell more than 3% after the Isdin deal
“shares did actually fall uh over three percent”
Open the episode · UBS Falls, Kety & Puig DealsListen at 3:34
Novo Nordisk lost obesity-drug leadership to Eli Lilly
“They lost their leadership in the obesity drug race to Eli Lilly.”
Open the episode · Novo Nordisk Drops, Berkeley FallsListen at 1:14
Lululemon shares fell 20% pre-market.
“So we're down by 20%.”
Open the episode · Lululemon Lower; Tesla Rollout; Robinhood SpatListen at 0:44
Lululemon comparable sales fell 9% in the second quarter.
“In terms of its comparable sales, they fell by 9% in the second quarter.”
Open the episode · Lululemon Lower; Tesla Rollout; Robinhood SpatListen at 1:05
Investors received Tesla’s Cybercab unveiling poorly.
“it didn't seem to be particularly well received by investors.”
Open the episode · Lululemon Lower; Tesla Rollout; Robinhood SpatListen at 1:58
Robinhood shares fell 3.4% pre-market.
“Robin Hood's share price at the moment, pre-market down 3.4%.”
Open the episode · Lululemon Lower; Tesla Rollout; Robinhood SpatListen at 3:51
PG&E shares fell almost 17% in pre-market trading.
“We're down almost 17%.”
Open the episode · PG&E Slips; Oil Stocks Rise; Nvidia UpListen at 0:56
California lawmakers blocked a wildfire damage cap.
“lawmakers have blocked a damage cap for wildfires”
Open the episode · PG&E Slips; Oil Stocks Rise; Nvidia UpListen at 1:04
Gavin Newsom's proposed utility liability amendment appears unsuccessful.
“his proposal to amend the legislation basically that would block insurance companies from suing utilities over wildfire related legal claims has not worked, it would seem.”
Open the episode · PG&E Slips; Oil Stocks Rise; Nvidia UpListen at 1:12
California utility stocks are declining in pre-market trading.
“that means that this utility business is heading lower in terms of the pre-market.”
Open the episode · PG&E Slips; Oil Stocks Rise; Nvidia UpListen at 1:25
Edison International shares were down by a double-digit percentage.
“Other businesses affected Edison International, also declining quite significantly double digits”
Open the episode · PG&E Slips; Oil Stocks Rise; Nvidia UpListen at 1:29
NVIDIA was outperforming in pre-market trading.
“NVIDIA outperforming this money in the pre-market”
Open the episode · PG&E Slips; Oil Stocks Rise; Nvidia UpListen at 2:24
MediaTek is using NVIDIA technology to improve data-center component communication.
“MediaTek using NVIDIA Tech to help components to communicate more seamlessly in data centres.”
Open the episode · PG&E Slips; Oil Stocks Rise; Nvidia UpListen at 2:35
Chevron and other U.S. energy companies are negotiating Venezuelan expansion deals.
“Chevron and other US energy companies are negotiating deals to expand in Venezuela.”
Open the episode · PG&E Slips; Oil Stocks Rise; Nvidia UpListen at 3:09
Expanding Venezuelan oil investment is too risky.
“it's too risky”
Open the episode · PG&E Slips; Oil Stocks Rise; Nvidia UpListen at 4:02
Warmer weather helped Halfords’ seasonal-category performance
“the warmer weather has helped”
Open the episode · Pernod Ricard Drops, Halfords Up, Aker GainsListen at 2:39
Positive Nscale developments benefit Acre
“if it's positive news, then it benefits them”
Open the episode · Pernod Ricard Drops, Halfords Up, Aker GainsListen at 3:46
Weak software results may revive concerns about AI displacement.
“this might revive some of those concerns that we had throughout the beginning of this year around AI displacement for those companies as well.”
Open the episode · SAP Lower, Applied Nutrition Gains, Ambu DropsListen at 1:54
Applied Nutrition is a major beneficiary of the ongoing protein trend.
“Applied Nutrition is one of those big beneficiaries of this ongoing trend for protein”
Open the episode · SAP Lower, Applied Nutrition Gains, Ambu DropsListen at 2:51
Galambia has been a major beneficiary of the protein trend.
“Another big beneficiary of that has been Galambia, which also is a bigger competitor to Applied Nutrition”
Open the episode · SAP Lower, Applied Nutrition Gains, Ambu DropsListen at 3:10
Ambu must improve performance to meet its guidance.
“the company will need to really sort of step up to meet its guidance.”
Open the episode · SAP Lower, Applied Nutrition Gains, Ambu DropsListen at 4:07
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.