What podcasts say about Jess Metin
Every statement, with the speaker, the exact quote and the moment it was said.
What Jess Metin has said on podcasts
68 statements · 40 positive · 17 negative · 4 mixed · 7 neutral
Darden’s Olive Garden and LongHorn same-store sales growth slowed.
“it did see a slowdown a little bit there in same-store sales growth for Olive Garden and a little bit for LongHorn”
Open the episode · Darden Dips, Everpure Soars, MGM Resorts TumblesListen at 1:26
Darden’s Yard House segment benefited from the World Cup.
“that segment and that basically the portfolio for that did benefit from the World Cup”
Open the episode · Darden Dips, Everpure Soars, MGM Resorts TumblesListen at 1:47
Darden provides insight into employment and consumer conditions
“This is an important one to watch because they've got more than 2,200 restaurants. They've got more than 200,000 employees. So they have a good read on the employment side, a good read on the consumer side.”
Open the episode · Darden Dips, Everpure Soars, MGM Resorts TumblesListen at 2:03
Darden shares fell 2.2%, after declining as much as 3.5%.
“DRI is the ticker on that, down 2.2%. Had been down as much as 3.5% earlier.”
Open the episode · Darden Dips, Everpure Soars, MGM Resorts TumblesListen at 2:48
Darden benefited as consumers chose restaurant steak over preparing it at home.
“some of these restaurants have benefited for people going in and ordering steak there instead of trying to do it at home. So that's something that we've seen a trend in recent quarters for Darden.”
Open the episode · Darden Dips, Everpure Soars, MGM Resorts TumblesListen at 3:14
Everpure was added to the S&P 500, replacing Trade Desk.
“it just was added to the S&P 500 this week. It replaced Trade Desk.”
Open the episode · Darden Dips, Everpure Soars, MGM Resorts TumblesListen at 3:39
Everpure was the S&P 500’s best performer, rising 15%.
“best performer today, up 15% on pace for its best day since August of last year”
Open the episode · Darden Dips, Everpure Soars, MGM Resorts TumblesListen at 3:46
Everpure is transitioning from older hard drives to newer storage technology under a Meta deal.
“it did have a deal with Meta a few years ago where it's transitioning from those older hard disk drives to sort of the newer type of storage here”
Open the episode · Darden Dips, Everpure Soars, MGM Resorts TumblesListen at 4:15
Everpure’s projected revenue in a couple of years exceeded analysts’ average estimates.
“their outlook when it comes to revenue in a couple of years, that really beat analysts' average estimates”
Open the episode · Darden Dips, Everpure Soars, MGM Resorts TumblesListen at 4:22
MGM Resorts shares fell 11%, nearing their worst day since October 2024.
“MGM is the ticker, down 11% on pace for its worst day since October of 2024.”
Open the episode · Darden Dips, Everpure Soars, MGM Resorts TumblesListen at 4:36
Barry Diller-led bidders withdrew their buyout offer for MGM Resorts.
“people backed out of its buyout offer. So that's obviously led by billionaire media mogul Barry Diller there.”
Open the episode · Darden Dips, Everpure Soars, MGM Resorts TumblesListen at 4:44
MGM Resorts faced downward pressure after the buyout withdrawal.
“you're seeing its pressure there”
Open the episode · Darden Dips, Everpure Soars, MGM Resorts TumblesListen at 4:57
Strong copper performance indicates strength in the global economy.
“because copper is doing well, that's a good sign for the global economy”
Open the episode · Cooper Sinks, Freeport-McMoRan Drops, Oracle Struggles With DebtListen at 3:30
Oracle options imply a potential move exceeding 10% after earnings.
“the options positioning is higher, more than a 10% swing in either direction, potentially when it reports after the bell”
Open the episode · Cooper Sinks, Freeport-McMoRan Drops, Oracle Struggles With DebtListen at 3:45
CSX, Union Pacific, and FedEx shares were pressured.
“other peers in the group like CSX, Union Pacific, FedEx, I mean, those are all being pressured there”
Open the episode · Apple Rises, Transportation Stocks Take Hit From Oil Spike, ExxonMobil GainsListen at 1:29
The S15 Tran Index fell nearly 3%, its worst day since June 17.
“It's down close to 3% today, so it'd be its worst day since June 17th.”
Open the episode · Apple Rises, Transportation Stocks Take Hit From Oil Spike, ExxonMobil GainsListen at 1:47
The S15 Tran Index remained up roughly 12–13% year to date.
“if you look at a year-to-date basis, it's still up about... 12%, 13% on the year”
Open the episode · Apple Rises, Transportation Stocks Take Hit From Oil Spike, ExxonMobil GainsListen at 1:52
Transport stocks were hit by their exposure to oil prices.
“today, really getting hard hit, guys, because of that tie to oil”
Open the episode · Apple Rises, Transportation Stocks Take Hit From Oil Spike, ExxonMobil GainsListen at 2:00
The S&P 500 energy sector rose more than 1%.
“the best sector, of course, in the S&P 500 is energy up more than 1%”
Open the episode · Apple Rises, Transportation Stocks Take Hit From Oil Spike, ExxonMobil GainsListen at 2:12
Chevron and other energy peers led market gains.
“when you look at its other peers as well as Chevron, even in the heat map, the IMAX function for the S&P 500, specifically the energy sector. Obviously, you're going to see those leading the gains.”
Open the episode · Apple Rises, Transportation Stocks Take Hit From Oil Spike, ExxonMobil GainsListen at 2:21
John Ternus began serving as Apple’s CEO that day.
“Apple, it's because today is the first day that its new CEO is taking over the helm of the company, John Ternus.”
Open the episode · Apple Rises, Transportation Stocks Take Hit From Oil Spike, ExxonMobil GainsListen at 3:19
Apple spends less on AI than NVIDIA’s biggest customers.
“when it comes to Apple compared to say NVIDIA's biggest customers, it spends the least on AI.”
Open the episode · Apple Rises, Transportation Stocks Take Hit From Oil Spike, ExxonMobil GainsListen at 3:51
Apple’s low AI spending may explain its relative stock performance.
“it's probably to your point beyond even what we're seeing with the CEO type story, because it spins the least amount to AI”
Open the episode · Apple Rises, Transportation Stocks Take Hit From Oil Spike, ExxonMobil GainsListen at 4:02
Tesla is the S&P 500’s biggest percentage decliner today, falling 14%.
“TSLA is the ticker down 14%. So this is the biggest percent in point decliner in the S&P 500 today”
Open the episode · Tesla Tumbles, American Airlines Sinks, Allegion RisesListen at 1:07
The Magnificent Seven index has lagged broader indexes.
“you would have already seen the MAG7 index lagging the broader indexes”
Open the episode · Tesla Tumbles, American Airlines Sinks, Allegion RisesListen at 1:28
Apple has declined about 2% and spends the least on capital expenditure among the group.
“Apple's down almost about 2%, but it's the least hit and also the one that spins the least when it comes to Capex”
Open the episode · Tesla Tumbles, American Airlines Sinks, Allegion RisesListen at 1:57
Micron, Western Digital, and U.S.-listed SK Hynix shares are higher today.
“The AI infrastructure trade. You still have Micron, Western Digital and then US listed shares of SK Hynix higher today.”
Open the episode · Tesla Tumbles, American Airlines Sinks, Allegion RisesListen at 2:23
American Airlines is down nearly 8%, on pace for its worst day in almost a year.
“American airlines down almost 8% on pace for its worst day in almost a year”
Open the episode · Tesla Tumbles, American Airlines Sinks, Allegion RisesListen at 3:12
The passenger airlines index is down more than 3%.
“the passenger Airlines index and the S&P 500, that's down more than 3%”
Open the episode · Tesla Tumbles, American Airlines Sinks, Allegion RisesListen at 3:22
Exxon and Chevron shares are moving higher today.
“if you're looking at an Exxon or a Chevron, those moving higher today”
Open the episode · Tesla Tumbles, American Airlines Sinks, Allegion RisesListen at 3:33
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.