Bailey Lipschultz
Person
Bailey Lipschultz is a financial journalist and market commentator who provides analysis on stock market movements. He has appeared as a guest on the Stock Movers podcast to discuss earnings reports and significant price actions for major companies like Dell, HP, and Oracle.
What Bailey Lipschultz has said on podcasts
73 statements
On Holding’s premium pricing strategy is performing poorly.
“Not too well.”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 1:05
Consumers are shifting toward more discounted products.
“In a market where we're seeing consumers shifting towards some of the, the more discounted products”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 1:07
Hims & Hers reduced the lower end of its annual adjusted EBITDA forecast.
“the telehealth company reduced the lower end of its adjusted EBITDA forecast for the year”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 1:57
Peptides are highly popular among younger people.
“It's it's all the rage with kind of the youth generation”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 2:18
Venture Global’s stock has doubled year-to-date.
“stock still has doubled so far this year”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 2:58
Venture Global’s stock moves with oil and LNG prices.
“one of those companies that just moves where oil and LNG is trading”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 3:05
Enterprises are buying memory chips despite rising prices
“they're actually pouncing on the ability to get their hands on it”
Open the episode · Hewlett Packard Enterprise Rises, Intel Drops, Barrick Mining Falls Most Since March as Newmont Deal Value DisappointsListen at 1:11
Building AI infrastructure requires paying top dollar for compute and chips
“If you want compute, if you want chips, if you want pretty much anything under the sun to build out AI infrastructure, you need to pay top dollar.”
Open the episode · Hewlett Packard Enterprise Rises, Intel Drops, Barrick Mining Falls Most Since March as Newmont Deal Value DisappointsListen at 1:25
HPE stock rose 171% over the last twelve months
“Stocks up 171% in the last 12 months.”
Open the episode · Hewlett Packard Enterprise Rises, Intel Drops, Barrick Mining Falls Most Since March as Newmont Deal Value DisappointsListen at 1:37
Intel is valued at nearly half a trillion dollars
“this is almost a half trillion dollar company”
Open the episode · Hewlett Packard Enterprise Rises, Intel Drops, Barrick Mining Falls Most Since March as Newmont Deal Value DisappointsListen at 2:17
AI companies are shifting from debt toward equity fundraising
“Another example of some of these AI companies leaning away from debt to try to raise some funds.”
Open the episode · Hewlett Packard Enterprise Rises, Intel Drops, Barrick Mining Falls Most Since March as Newmont Deal Value DisappointsListen at 2:37
The market expected the Barrick-Newmont deal value near $3.85 billion
“The street was looking for closer to 3.85.”
Open the episode · Hewlett Packard Enterprise Rises, Intel Drops, Barrick Mining Falls Most Since March as Newmont Deal Value DisappointsListen at 3:07
Western Digital’s first-quarter revenue forecast missed analyst expectations.
“the revenue forecast for the first quarter missed analyst expectations”
Open the episode · Western Digital and Sandisk Drop; Diageo ForecastListen at 1:39
Analysts see Western Digital first-quarter revenue between $4 billion and $4.2 billion.
“They see first quarter revenue between 4 and $4.2 billion”
Open the episode · Western Digital and Sandisk Drop; Diageo ForecastListen at 2:34
SanDisk shares were down 10%.
“SanDisk ticker SNDK down 10%”
Open the episode · Western Digital and Sandisk Drop; Diageo ForecastListen at 3:14
SanDisk stock had risen more than 3,000% over the prior 12 months.
“this is a stock that's up more than 3,000%”
Open the episode · Western Digital and Sandisk Drop; Diageo ForecastListen at 3:27
SanDisk provided disappointing guidance related to its NAND flash chips.
“disappointing guidance as they talk about their NAND flash chips”
Open the episode · Western Digital and Sandisk Drop; Diageo ForecastListen at 3:32
Diageo plans substantial cost reductions.
“Company did lay out plans to cut cost by quite a bit”
Open the episode · Western Digital and Sandisk Drop; Diageo ForecastListen at 4:31
Most of SpaceX’s estimated total addressable market is attributed to AI.
“26 and a half of trillion of that, 28 and a half trillion dollar TAM is really AI”
Open the episode · SpaceX Slips After First Earnings Report; AMD Tumbles; Paramount Skydance RalliesListen at 3:31
AMD’s latest sales outlook was below expectations, accompanying a 7.5% aftermarket decline.
“AMD ticker AMD down 7.5%. This does come after latest sales outlook. Less than people were looking for.”
Open the episode · SpaceX Slips After First Earnings Report; AMD Tumbles; Paramount Skydance RalliesListen at 4:48
Buy-side expectations for AMD were high.
“lofty expectations on the buy side”
Open the episode · SpaceX Slips After First Earnings Report; AMD Tumbles; Paramount Skydance RalliesListen at 5:05
Amazon reached an all-time high and exceeded a $3 trillion valuation.
“Amazon Ticker AMZN right Now up about 4.8% trading at an all time high and topping $3 trillion in valuation for the first time in its history.”
Open the episode · Amazon Rises, AMC Jumps, Marriott Falls on 3Q Guide Miss, Year Room Growth TweakListen at 0:54
Amazon is expected to continue dominating its market.
“expectations that going forward the company will continue to dominate.”
Open the episode · Amazon Rises, AMC Jumps, Marriott Falls on 3Q Guide Miss, Year Room Growth TweakListen at 1:26
Amazon stock gained 34% over the trailing twelve months.
“Trailing 12 month basis stock is up 34%.”
Open the episode · Amazon Rises, AMC Jumps, Marriott Falls on 3Q Guide Miss, Year Room Growth TweakListen at 1:29
AMC remains 99% below its all-time high.
“Sure it's still down 99% from its all time high”
Open the episode · Amazon Rises, AMC Jumps, Marriott Falls on 3Q Guide Miss, Year Room Growth TweakListen at 1:47
AMC has a $2.6 billion market valuation.
“stock is valued at $2.6 billion.”
Open the episode · Amazon Rises, AMC Jumps, Marriott Falls on 3Q Guide Miss, Year Room Growth TweakListen at 1:54
AMC shares are rallying.
“AMC shares rallying this morning.”
Open the episode · Amazon Rises, AMC Jumps, Marriott Falls on 3Q Guide Miss, Year Room Growth TweakListen at 1:57
AMC generated its highest-ever total weekend revenue.
“the company, the movie theater operator said it generated its highest ever total weekend revenue including admissions and food and beverage.”
Open the episode · Amazon Rises, AMC Jumps, Marriott Falls on 3Q Guide Miss, Year Room Growth TweakListen at 2:13
Marriott issued a soft third-quarter view and lowered its full-year outlook.
“Soft view for the third quarter lowering full year outlook.”
Open the episode · Amazon Rises, AMC Jumps, Marriott Falls on 3Q Guide Miss, Year Room Growth TweakListen at 2:27
The hotel sector is experiencing weakness.
“some weakness in the hotel space.”
Open the episode · Amazon Rises, AMC Jumps, Marriott Falls on 3Q Guide Miss, Year Room Growth TweakListen at 2:36
Snap stock is 94% below its 2021 peak.
“It' 94% from them. This was a $83 stock in September”
Open the episode · Palantir Lifts, On Semiconductor Mixed, Snap RisesListen at 3:50
Coca-Cola beat expectations broadly and raised full-year guidance.
“Coca Cola ticker KO right now up 6.6% trading in an all time high if it closes there. The best day since February 2009. So quite a long time. Beating expectations really across the board, raising their guidance for the full year.”
Open the episode · Coca-Cola Gains, Micron Drops, Corning Plunges as 3Q Sales Outlook Is Just Shy of EstimatesListen at 0:55
The Philadelphia Semiconductor Index fell 5.6%, over 25% below its peak, but remained up 55% year to date.
“The Philadelphia semiconductors index down 5.6% on pace to close at the lowest level since early May. Again down more than 25% from its peak. But still year to date up 55%.”
Open the episode · Coca-Cola Gains, Micron Drops, Corning Plunges as 3Q Sales Outlook Is Just Shy of EstimatesListen at 1:39
Concern about China’s advanced chipmaking progress contributed to semiconductor weakness.
“this does come amid concerned around China's progress on this advanced chip making.”
Open the episode · Coca-Cola Gains, Micron Drops, Corning Plunges as 3Q Sales Outlook Is Just Shy of EstimatesListen at 1:51
Micron shares were down 10% during the report.
“we are seeing micron down 10% today”
Open the episode · Coca-Cola Gains, Micron Drops, Corning Plunges as 3Q Sales Outlook Is Just Shy of EstimatesListen at 2:04
Coherent fell 14% and Lam Research fell about 10%.
“coherent cohr down 14%. Lam research down about 10% to ticker LRCX.”
Open the episode · Coca-Cola Gains, Micron Drops, Corning Plunges as 3Q Sales Outlook Is Just Shy of EstimatesListen at 2:08
AI and chipmaking companies were experiencing broad market pressure.
“a lot of pain in high flying companies across the ecosystem of AI and chip makers.”
Open the episode · Coca-Cola Gains, Micron Drops, Corning Plunges as 3Q Sales Outlook Is Just Shy of EstimatesListen at 2:15
Corning shares were on track to fall 19%.
“Corning ticker GLW down 19% if it closes there on a closing basis”
Open the episode · Coca-Cola Gains, Micron Drops, Corning Plunges as 3Q Sales Outlook Is Just Shy of EstimatesListen at 2:26
Corning’s third-quarter sales outlook was below analyst expectations.
“Corning third quarter sales outlook shy of what analysts were looking for.”
Open the episode · Coca-Cola Gains, Micron Drops, Corning Plunges as 3Q Sales Outlook Is Just Shy of EstimatesListen at 2:46
Corning makes glass and fiber-optic components that can support AI infrastructure expansion.
“this is a company that makes glass and fiber optic cables, components that can kind of power the AI build out.”
Open the episode · Coca-Cola Gains, Micron Drops, Corning Plunges as 3Q Sales Outlook Is Just Shy of EstimatesListen at 2:51
Corning stock had gained 110% over twelve months despite its decline from the June high.
“they've been a big winner on a 12 month basis. Still up 110% though the stock from a June 29 closing high”
Open the episode · Coca-Cola Gains, Micron Drops, Corning Plunges as 3Q Sales Outlook Is Just Shy of EstimatesListen at 2:57
Corning’s market capitalization was about $100 billion.
“Corning Paul, if you remember is still about $100 billion market cap.”
Open the episode · Coca-Cola Gains, Micron Drops, Corning Plunges as 3Q Sales Outlook Is Just Shy of EstimatesListen at 3:09
Intel expects to spend about $20 billion this year.
“the company expects to raise closer to or spend closer to $20 billion this year”
Open the episode · Intel Forecast; SpaceX Launch; Deckers LowerListen at 1:30
Deckers' full-year EPS forecast fell below Wall Street expectations.
“disappointing full year EPS forecast fell short of what Wall street was looking for”
Open the episode · Intel Forecast; SpaceX Launch; Deckers LowerListen at 3:26
3M shares rose over 10% after beating expectations and raising guidance.
“Stock up more than 10% right now. Best day in more than two years. Beating expectations, raising guidance.”
Open the episode · 3M Rises, Halliburton Mixed, Genuine Parts Shares Fall on Cut Guide, Deal DenialListen at 1:11
Halliburton missed margin expectations, with operating income below forecasts.
“Missing expectations as it relates to margins. Operating income worse than Wall street was looking for.”
Open the episode · 3M Rises, Halliburton Mixed, Genuine Parts Shares Fall on Cut Guide, Deal DenialListen at 2:13
Genuine Parts shares fell more than 7% after missing expectations.
“the stock right now down more than 7% missing expectations”
Open the episode · 3M Rises, Halliburton Mixed, Genuine Parts Shares Fall on Cut Guide, Deal DenialListen at 3:02
Genuine Parts’ earnings disappointed many analysts and investors.
“the earnings left a lot of analysts and investors wanting more.”
Open the episode · 3M Rises, Halliburton Mixed, Genuine Parts Shares Fall on Cut Guide, Deal DenialListen at 3:41
Tesla is expanding beyond cars into taxis, robotics, AI, and chipmaking.
“Tesla is no longer just a car company. It's the future of taxis. It's a robot company. It's increasingly in terms of capital expenditure, an AI company and a chip making company.”
Open the episode · Week Ahead: Tesla, Alphabet, IntelListen at 1:16
Tesla’s car sales have grown slower than many Wall Street expectations.
“this is a company that hasn't grown car sales as quickly as many on Wall street would have anticipated”
Open the episode · Week Ahead: Tesla, Alphabet, IntelListen at 2:05
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.
9 episodes featuring Bailey Lipschultz
Stock Movers
SpaceX slips on high capital costs while AMD outlook disappoints investors
This episode highlights how high capital demands and elevated investor expectations are shaping the market fortunes of both cutting-edge aerospace and traditional media giants.
Aug 4, 2026 · 9 min
Stock Movers
Palantir surges on commercial demand while Snap pivots to wearable tech
Earnings reports from key tech players reveal where enterprise and consumer spending are actually flowing in a volatile market.
Aug 3, 2026 · 8 min
Stock Movers
Coca-Cola rises on strong earnings while chipmakers and Corning slide
This episode highlights a widening divergence in the market, where traditional consumer giants are thriving while high-flying tech and manufacturing sectors hit growth speedbumps.
Jul 28, 2026 · 5 min
Stock Movers
Tech giants face high stakes as AI spending dominates earnings week
As tech giants pour billions into AI infrastructure, Wall Street is demanding clear evidence that these massive capital expenditures will drive future revenue growth.
Jul 19, 2026 · 8 min
Stock Movers
Oil lifts energy stocks as travel shares retreat
The episode shows how geopolitical risk and higher oil prices can reward producers while squeezing businesses built around fuel demand.
Jul 8, 2026 · 7 min
Stock Movers
Apple shares surge on foldable phone outlook while chip stocks tumble
Shifting hardware strategies are rapidly reshaping market valuations, proving that even dominant semiconductor players remain vulnerable to sudden shifts in the AI landscape.
Jul 2, 2026 · 6 min
Stock Movers
Meta cloud infrastructure plans shake up AI competitors and stock markets
Meta's expansion into AI cloud infrastructure signals a massive shift in tech spending that could disrupt specialized cloud providers and redefine market leadership.
Jul 1, 2026 · 11 min
Stock Movers
Tech giants shift strategy as Alcoa drops on multi-billion dollar acquisition
Major corporate maneuvers, from legal battles to massive industrial acquisitions, are rapidly reshaping tech and commodity markets.
Jul 1, 2026 · 6 min
Stock Movers
SpaceX IPO ignites ETF market as Fox buys Roku for billions
The market is digesting a rare mix of massive tech liquidity, aggressive media consolidation, and sudden leadership transitions that are reshaping major stock indices.
Jun 15, 2026 · 6 min