What podcasts say about Ewan Potts
Every statement, with the speaker, the exact quote and the moment it was said.
What Ewan Potts has said on podcasts
28 statements · 17 positive · 8 negative · 3 neutral
Oracle’s cloud business is growing faster than projected, indicating its AI data-center investments are paying off.
“Oracle's cloud computing business grew faster than analysts projected, suggesting the company's big bets on AI data center projects are paying off.”
Open the episode · Oracle Cloud Sales; Adobe Forecast Miss; Microsoft Data CentersListen at 0:52
Oracle’s cloud infrastructure sales increased 121% year over year.
“Sales in the closely watched cloud infrastructure business jumped 121% year on year.”
Open the episode · Oracle Cloud Sales; Adobe Forecast Miss; Microsoft Data CentersListen at 1:13
Adobe’s sales outlook narrowly missed analysts’ estimates.
“the software maker has given up an outlook for sales, which narrowly missed analysts' estimates.”
Open the episode · Oracle Cloud Sales; Adobe Forecast Miss; Microsoft Data CentersListen at 1:48
AI startups are hurting Adobe’s business.
“AI upstarts are hurting Adobe's business.”
Open the episode · Oracle Cloud Sales; Adobe Forecast Miss; Microsoft Data CentersListen at 1:55
Microsoft’s capacity expansion could alleviate shortages causing it to reject some customers.
“something that could help it overcome a computing shortage that's been forcing it to turn away some AI and cloud business customers.”
Open the episode · Oracle Cloud Sales; Adobe Forecast Miss; Microsoft Data CentersListen at 2:47
Micron shares increased more than 500% over the past year.
“Micron shares, of course, up more than 500% over the course of the past year.”
Open the episode · Oracle Cloud Sales; Adobe Forecast Miss; Microsoft Data CentersListen at 3:53
Comcast charges $50 monthly for one-gigabit broadband
“Comcast's offering comes in at $50 a month for that speed.”
Open the episode · Comcast and Broadband; Apple Foldable Phone Unveil; Meta ClimbsListen at 1:06
Comcast broadband losses could approach 170,000 subscribers this quarter
“the comments suggest that number could be closer to the prior loss, which was nearly 170,000.”
Open the episode · Comcast and Broadband; Apple Foldable Phone Unveil; Meta ClimbsListen at 1:20
Lyft is offering Waymo autonomous rides in Nashville.
“The company is starting to offer Waymo RoboTaxi rides in Nashville.”
Open the episode · Lyft Gets a Lift; Google Euro Investment; Amazon Bond SaleListen at 0:47
Alphabet plans its largest-ever European investment.
“Alphabet's planning its biggest ever investment in Europe.”
Open the episode · Lyft Gets a Lift; Google Euro Investment; Amazon Bond SaleListen at 1:25
Alphabet’s European AI infrastructure investment is worth at least €13 billion.
“it is worth at least 13 billion euros.”
Open the episode · Lyft Gets a Lift; Google Euro Investment; Amazon Bond SaleListen at 1:31
Alphabet’s Finland investment will include at least three new data centers.
“the investments will include the construction of at least three new data centers.”
Open the episode · Lyft Gets a Lift; Google Euro Investment; Amazon Bond SaleListen at 1:36
Amazon is launching its first-ever sterling bond sale in the UK.
“the tech giant kicking off the sale of its first ever sterling bonds here in the UK.”
Open the episode · Lyft Gets a Lift; Google Euro Investment; Amazon Bond SaleListen at 2:12
Amazon’s sterling bonds are priced around 70–110 basis points over UK gilts.
“initial price discussions are for around 70 basis points over UK gilts for the shortest, up to around 110 basis points for the longest.”
Open the episode · Lyft Gets a Lift; Google Euro Investment; Amazon Bond SaleListen at 2:23
Amazon’s cash flow is insufficient to fund all its AI spending.
“The company's mighty cash flow, just not enough to fund all of that spending.”
Open the episode · Lyft Gets a Lift; Google Euro Investment; Amazon Bond SaleListen at 2:45
Chime is buying Stride Bank for $590 million in cash.
“Chime has struck a deal to buy Stride Bank for $590 million in cash”
Open the episode · Lyft Gets a Lift; Google Euro Investment; Amazon Bond SaleListen at 3:02
Stride will become Chime Bank, lowering Chime’s banking operating costs.
“Stride will become Chime Bank, allowing its new parent to continue issuing customers checking accounts and other products, but at a lower cost.”
Open the episode · Lyft Gets a Lift; Google Euro Investment; Amazon Bond SaleListen at 3:13
ServiceTitan’s second-quarter loss per share exceeded estimates.
“The software company posted a second quarter loss per share, which was wider than estimates.”
Open the episode · Lyft Gets a Lift; Google Euro Investment; Amazon Bond SaleListen at 3:34
ServiceTitan’s third-quarter revenue forecast was below expectations.
“It also provided a third quarter revenue forecast range that came in shy of expectations”
Open the episode · Lyft Gets a Lift; Google Euro Investment; Amazon Bond SaleListen at 3:38
PayPal shares have performed strongly during the year.
“PayPal shares have had a really strong run this year.”
Open the episode · PayPal and Marvell Technology Decline; Gap SoarsListen at 1:09
PayPal stock fell more than 15% in premarket trading.
“It is down more than 15% in the pre-market.”
Open the episode · PayPal and Marvell Technology Decline; Gap SoarsListen at 1:14
Investors have driven Marvell shares up more than 180% this year.
“investors have pushed their shares up more than 180% this year.”
Open the episode · PayPal and Marvell Technology Decline; Gap SoarsListen at 1:38
Marvell shares fell more than 7% during the morning.
“Marvel shares down more than 7% so far this morning.”
Open the episode · PayPal and Marvell Technology Decline; Gap SoarsListen at 1:44
Gap shares rose 14%.
“shares in gap the gap uh up 14 okay”
Open the episode · PayPal and Marvell Technology Decline; Gap SoarsListen at 2:25
Nvidia’s blockbuster earnings drove shares up more than 8.5%.
“Those blockbuster earnings driving shares up more than 8.5% in yesterday's session.”
Open the episode · PayPal and Marvell Technology Decline; Gap SoarsListen at 2:42
Nvidia gained approximately $442 billion in market value in one session.
“that saw a cool $442 billion added to the company's market value.”
Open the episode · PayPal and Marvell Technology Decline; Gap SoarsListen at 2:47
Nvidia’s one-day market-value gain ranked second-largest in stock-market history.
“that was the second largest one-day gain by any stock in history.”
Open the episode · PayPal and Marvell Technology Decline; Gap SoarsListen at 2:53
AI-fueled demand is benefiting the cybersecurity industry
“the cybersecurity industry is benefiting from AI-fueled demand”
Open the episode · Nvidia Surge; Salesforce and Crowdstrike Upside MovesListen at 2:37
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.