What podcasts say about Kristine Aquino
Every statement, with the speaker, the exact quote and the moment it was said.
What Kristine Aquino has said on podcasts
113 statements · 60 positive · 43 negative · 2 mixed · 8 neutral
The agreement likely involves more than $4.3 billion in investments
“probably involves more than $4.3 billion in investments”
Open the episode · Constellation Energy Rises, Advanced Micro Devices Gains, Seagate Plunges as it Vies for TDK's Hard-Drive Head UnitListen at 1:00
The Constellation deal extends the AI investment trade
“this is really, right, like just an extension of the AI trade”
Open the episode · Constellation Energy Rises, Advanced Micro Devices Gains, Seagate Plunges as it Vies for TDK's Hard-Drive Head UnitListen at 1:20
Winning TDK’s business would provide a critical AI data-center supply-chain component
“that would give the winning bidder a critical part of the AI data center supply chain”
Open the episode · Constellation Energy Rises, Advanced Micro Devices Gains, Seagate Plunges as it Vies for TDK's Hard-Drive Head UnitListen at 3:26
Younger consumers prefer hemp-derived THC beverages over alcohol.
“they're preferring hemp-derived beverages like THC beverages over alcohol”
Open the episode · Week Ahead: Constellation Brands, PepsiCo, and DeltaListen at 1:44
Lower alcohol consumption and GLP-1 use create a challenging beer market.
“all of this combined really just creates a very challenging market for anyone in the beer business”
Open the episode · Week Ahead: Constellation Brands, PepsiCo, and DeltaListen at 1:54
Structural consumer changes are creating a difficult environment for Constellation Brands and peers.
“really make it a tough environment for Constellation Brands and all of its other peers”
Open the episode · Week Ahead: Constellation Brands, PepsiCo, and DeltaListen at 2:48
Weakening demand is likely negative for PepsiCo’s upcoming earnings.
“really bodes ill for PepsiCo's earnings coming up next week”
Open the episode · Week Ahead: Constellation Brands, PepsiCo, and DeltaListen at 4:16
The increase in airline fuel costs does not appear to be easing.
“that increase in fuel doesn't seem to be letting up”
Open the episode · Week Ahead: Constellation Brands, PepsiCo, and DeltaListen at 5:19
Persistently higher fuel costs will hurt airlines.
“that's really going to hurt airlines moving forward”
Open the episode · Week Ahead: Constellation Brands, PepsiCo, and DeltaListen at 5:24
Some travelers are willing to pay more for premium long-haul seats.
“there are people willing to pay up for first class or business class seats, especially on long-haul flights”
Open the episode · Week Ahead: Constellation Brands, PepsiCo, and DeltaListen at 5:58
Perceived AI self-regulation improves companies’ financial performance
“it does help the bottom line if they are perceived to be self-regulating”
Open the episode · Nvidia Drops, Paramount Rises, FICO FallsListen at 1:49
FICO is encountering its first viable market competitor
“It's probably the first time that they're kind of seeing a viable competitor in the market.”
Open the episode · Nvidia Drops, Paramount Rises, FICO FallsListen at 2:46
Paramount Skydance will pay elevated borrowing costs to finance Warner Bros. acquisition
“they want to finance the acquisition for Warner Brothers. But they're going to have to pay up.”
Open the episode · Nvidia Drops, Paramount Rises, FICO FallsListen at 3:37
Paramount Skydance’s longest-dated bond spread is about 365 basis points over Treasuries
“puts the spread about 3.65 percentage points above Treasuries, 365 basis points above Treasuries.”
Open the episode · Nvidia Drops, Paramount Rises, FICO FallsListen at 3:46
Apple is developing a screenless health and fitness tracker competing with Whoop.
“it is developing a screenless health and fitness tracker to compete with Whoop”
Open the episode · Apple Debuts Health Tracker, Sandisk Jumps, Lennar GainsListen at 1:27
Whoop’s success is driven by the environment its product creates.
“the success of Whoop is the environment that it creates”
Open the episode · Apple Debuts Health Tracker, Sandisk Jumps, Lennar GainsListen at 1:52
SanDisk’s role in the AI supply chain is expected to continue growing.
“that's what they're thinking is going to keep happening”
Open the episode · Apple Debuts Health Tracker, Sandisk Jumps, Lennar GainsListen at 3:44
Berkshire Hathaway now owns 11% of Lennar.
“It now owns an 11% stake in the company”
Open the episode · Apple Debuts Health Tracker, Sandisk Jumps, Lennar GainsListen at 4:08
Berkshire Hathaway is more bullish on Lennar than other investors.
“everyone else is not really as bullish as Berkshire Hathaway seems to be”
Open the episode · Apple Debuts Health Tracker, Sandisk Jumps, Lennar GainsListen at 4:12
Lennar declined over 30%, versus an 11% sector decline this year.
“It's declined more than 30% when the sector itself only fell 11% this year”
Open the episode · Apple Debuts Health Tracker, Sandisk Jumps, Lennar GainsListen at 4:21
Tesla’s Cybercab launch disappointed investors and analysts
“it just fell quite flat for investors and analysts alike”
Open the episode · Tesla Drops, Robinhood Falls, FICO Plunges as Pulte Renews CriticismListen at 1:26
AI-supply-chain companies’ earnings and shares are insulated from doubts.
“if you are part of that supply chain, that a lot of your earnings and your share performance is very much insulated”
Open the episode · Dell Surged, Palo Alto Networks Gains, Credo Technology DeclinesListen at 1:08
Cybersecurity is relatively resilient to changes in market sentiment.
“cyber is one of these areas where it's a little bit more resilient to changes in sentiment.”
Open the episode · Dell Surged, Palo Alto Networks Gains, Credo Technology DeclinesListen at 2:52
CrowdStrike is negatively affected by higher yields.
“it is one of the casualties of a higher yield environment.”
Open the episode · Closing Bell: GoPro Rallies, Apple Gains, CrowdStrike DropsListen at 3:26
CrowdStrike shares are down about 6% near the close.
“we're seeing CrowdStrike down about 6% here, heading into the close.”
Open the episode · Closing Bell: GoPro Rallies, Apple Gains, CrowdStrike DropsListen at 3:44
The Warner Bros. deal currently carries substantial execution risk.
“It's a lot of execution. risk attached to this now.”
Open the episode · Closing Bell: GoPro Rallies, Apple Gains, CrowdStrike DropsListen at 4:34
Communications-equipment demand is relatively elastic.
“the demand for that is a little bit more elastic than some of the other tech companies.”
Open the episode · Dell Surged, Palo Alto Networks Gains, Credo Technology DeclinesListen at 4:45
Some people live in California areas where they should not live.
“People live in parts of California, again, being a homeowner there, that they shouldn't live.”
Open the episode · PG&E Drops, Chevron Jumps, and Apple Down as Ternus Takes the CEO ReinsListen at 1:42
Venezuelan authorities may eventually nationalize Chevron investments.
“I still have that fear that somebody's sometimes going to come in and nationalize these things.”
Open the episode · PG&E Drops, Chevron Jumps, and Apple Down as Ternus Takes the CEO ReinsListen at 3:04
Intuit revenue is expected to increase 12%.
“revenue is expected to increase 12%”
Open the episode · Intuit Falls Ahead of Earnings, Crowdstrike Slides, Moderna GainsListen at 1:14
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.