What podcasts say about Paul Sweeney
Every statement, with the speaker, the exact quote and the moment it was said.
What Paul Sweeney has said on podcasts
47 statements · 29 positive · 12 negative · 6 neutral
Viking’s stock increased 1% on the day.
“Stock's up 1% today.”
Open the episode · Carnival Rises, Carmax Climbs, Jefferies Rises on Banking RecordListen at 1:45
The referenced stock increased 12% year to date.
“Cynthia, up 12% year to date.”
Open the episode · Carnival Rises, Carmax Climbs, Jefferies Rises on Banking RecordListen at 1:47
Netflix has shifted from subscriber growth to operating as a regular company.
“The story has changed from being a subscriber growth story to now you're just a regular company”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:15
Netflix must grow revenue and earnings as a regular company.
“you have to grow your revenues and earnings”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:19
Netflix needs hit shows and currently lacks them.
“you have to have hit shows and they haven't had any”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:26
Netflix is unlikely to enter sports programming.
“I don't think they're going to get into sports”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:31
Netflix has become a mature company.
“It's, it's mature. That's the way it's become a mature company.”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:34
Broadcom is pursuing over $60 billion in debt financing to benefit Anthropic and other companies
“it is in talks with lenders to raise more than $60 billion in debt for an AI chip financing deal that will benefit Anthropic and other companies”
Open the episode · Broadcom Seeking $60B; Ross Stores Shares Rise; BJ's Boosts ForecastListen at 1:02
Broadcom’s potential financing deal would help Anthropic access chips and infrastructure
“This potential deal would help firms including Anthropic, access chips and other key infrastructure”
Open the episode · Broadcom Seeking $60B; Ross Stores Shares Rise; BJ's Boosts ForecastListen at 1:20
Ross Stores raised its earnings outlook after beating sales and profit expectations
“raising its full year earnings outlook, second quarter sales and profit beating the street higher customer traffic from both existing customers and new customers are also going to open up more stores than expected. About 115 now.”
Open the episode · Broadcom Seeking $60B; Ross Stores Shares Rise; BJ's Boosts ForecastListen at 2:35
Ross Stores plans to open approximately 115 stores, more than previously expected
“also going to open up more stores than expected. About 115 now.”
Open the episode · Broadcom Seeking $60B; Ross Stores Shares Rise; BJ's Boosts ForecastListen at 2:43
Tariff refunds are increasing Ross Stores’ profits
“tariff refunds plumping up the bottom line”
Open the episode · Broadcom Seeking $60B; Ross Stores Shares Rise; BJ's Boosts ForecastListen at 2:49
Budget-conscious shoppers are increasingly visiting BJ’s stores for value
“Budget conscious shoppers continuing to flock to its stores in search of value.”
Open the episode · Broadcom Seeking $60B; Ross Stores Shares Rise; BJ's Boosts ForecastListen at 3:22
BJ’s value proposition continues to resonate with members and gas-station customers
“The CEO said the company's value proposition continues to resonate with members in its clubs and at its gas stations.”
Open the episode · Broadcom Seeking $60B; Ross Stores Shares Rise; BJ's Boosts ForecastListen at 3:38
2026 could favor traditional, old-school stocks.
“2026 could be the year of the old school stocks poll.”
Open the episode · Marvell Technology Drops, Macy's Rises, Hive Digital Gains on $350 Million AI Data Center DealListen at 2:47
Hims & Hers faces continuing pressure in GLP-1 products.
“they keep getting stepped on when it comes to the GLP ones.”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 2:41
Streaming and subscription services reversed the music industry’s long revenue decline.
“streaming services and subscription services that saved the music industry and reversed a 30 year, almost a 30 year decline in revenue”
Open the episode · Universal Music Group Record Low; Roblox Slumps; Reddit ProjectionsListen at 1:30
Streaming services and music labels make substantial money from music streaming.
“these streaming services do in a, in a big way. And the music labels that own it all, they do because they own the rights”
Open the episode · Universal Music Group Record Low; Roblox Slumps; Reddit ProjectionsListen at 1:55
Hedge fund managers buy core positions when cheap and sell near-term when expensive.
“When it got a little cheap, you buy a little bit more, got a little bit above where you guys thought it should be. Near term you sell it”
Open the episode · Apple Slides, Amazon Surges, Replimune Soars as FDA Panel Supports DrugListen at 2:03
The relevant music business metric grew 16%, below the prior 19% rate.
“it just grew 16% versus 19%.”
Open the episode · Universal Music Group Record Low; Roblox Slumps; Reddit ProjectionsListen at 2:04
Carvana’s stock is highly volatile.
“It is incredibly volatile.”
Open the episode · Carvana and Crocs Sink; Chipotle RevampListen at 1:40
Ford is correctly prioritizing profits.
“Ford is doing the right thing. We're just focusing on profits.”
Open the episode · Ford Climbs, Caterpillar Falls, Skyworks Sinks on Results and Dividend MoveListen at 2:03
Ford makes its profits from trucks and SUVs.
“Where do we make our profits? Trucks and SUVs.”
Open the episode · Ford Climbs, Caterpillar Falls, Skyworks Sinks on Results and Dividend MoveListen at 2:05
Ford is scaling back EV investment because it is not sufficiently profitable.
“you're scaling it back because they're not getting paid for it. I totally agree with their strategy.”
Open the episode · Ford Climbs, Caterpillar Falls, Skyworks Sinks on Results and Dividend MoveListen at 2:19
Procter & Gamble grows its dividend about 5–6% annually.
“they grow at about 5 or 6% every year.”
Open the episode · Humana Lower; P&G Tepid Outlook; Kering JumpsListen at 3:11
Corning was among the featured stock movers.
“Corning the stock movers”
Open the episode · Coca-Cola Gains, Micron Drops, Corning Plunges as 3Q Sales Outlook Is Just Shy of EstimatesListen at 3:19
Credit-card delinquencies are above pre-COVID levels again.
“Delinquencies are above pre Covid levels again.”
Open the episode · Charter Lower; AmEx Expenses Surges; Verizon Erases GainsListen at 2:55
General Electric is beginning to benefit from its restructuring.
“But now they're starting to see the benefits.”
Open the episode · UNH and GE Report; Eli Lilly AcquisitionListen at 2:58
United Airlines has effectively outgrown Newark Airport.
“they've outgrown Newark effectively.”
Open the episode · UNH and GE Report; Eli Lilly AcquisitionListen at 3:59
United Airlines urgently needs another New York hub.
“So they need another New York hub here desperately.”
Open the episode · UNH and GE Report; Eli Lilly AcquisitionListen at 4:01
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.