Billy Lipschultz
Person
Billy Lipschultz is a market commentator and guest on Bloomberg. He has appeared on Bloomberg Radio with hosts Carol Massar and Paul Sweeney to discuss day-to-day market-moving stocks.
What Billy Lipschultz has said on podcasts
16 statements
Vertex Pharmaceuticals agreed to acquire Kinetics Pharma for $85 per share.
“Vertex Pharmaceuticals agreeing to acquire kinetics Pharma for 85 bucks a share.”
Open the episode · Crinetics Gains on Vertex Deal, Solstice Acquire Element, Terawulf JumpsListen at 1:07
The Vertex-Kinetics deal has approximately $10 billion equity value, or $8.8 billion net of cash.
“the driver for that total equity value, about $10 billion, 8.8 billion net of estimated cash.”
Open the episode · Crinetics Gains on Vertex Deal, Solstice Acquire Element, Terawulf JumpsListen at 1:25
Vertex had a $134 billion market capitalization before the deal.
“$134 billion market cap prior to this deal.”
Open the episode · Crinetics Gains on Vertex Deal, Solstice Acquire Element, Terawulf JumpsListen at 1:48
Pharmaceutical companies face upcoming patent cliffs.
“they're staring down patent cliffs.”
Open the episode · Crinetics Gains on Vertex Deal, Solstice Acquire Element, Terawulf JumpsListen at 2:16
Solstice agreed to acquire Element Solutions, whose stock fell a record 15%.
“Solstice agreeing to acquire Element Solutions Ticker Sols dropping a record 15%.”
Open the episode · Crinetics Gains on Vertex Deal, Solstice Acquire Element, Terawulf JumpsListen at 2:33
The Solstice-Element Solutions deal is valued at $14.5 billion.
“$14.5 billion.”
Open the episode · Crinetics Gains on Vertex Deal, Solstice Acquire Element, Terawulf JumpsListen at 2:50
Element Solutions shareholders receive $10 cash and half a Solstice share.
“shareholders for Element getting $10 in cash, half a share of Solstice stock.”
Open the episode · Crinetics Gains on Vertex Deal, Solstice Acquire Element, Terawulf JumpsListen at 2:55
TerraWulf can transition from cryptocurrency mining to data-center operations by reworking infrastructure.
“you just got to rework the functionality of your projects, rip out some of the infrastructure and all of a sudden you're no longer a crypto miner. Now you're a data center operator.”
Open the episode · Crinetics Gains on Vertex Deal, Solstice Acquire Element, Terawulf JumpsListen at 3:48
TerraWulf announced a 20-year Anthropic data-center lease in Kentucky.
“This does come after the company announced a 20 year lease with Anthropic for a data center in Kentucky.”
Open the episode · Crinetics Gains on Vertex Deal, Solstice Acquire Element, Terawulf JumpsListen at 4:04
A long-term Anthropic partnership benefits TerraWulf.
“never hurts when you're partnered with Anthropic for the long haul.”
Open the episode · Crinetics Gains on Vertex Deal, Solstice Acquire Element, Terawulf JumpsListen at 4:22
TerraWulf stock rose over 90% year to date and 362% over 12 months.
“It's up over 90%, up 362% on 12 month average.”
Open the episode · Crinetics Gains on Vertex Deal, Solstice Acquire Element, Terawulf JumpsListen at 4:29
TerraWulf's intraday rise may have reflected a short squeeze.
“short squeeze, call me crazy, some of those trading dynamics.”
Open the episode · Crinetics Gains on Vertex Deal, Solstice Acquire Element, Terawulf JumpsListen at 5:01
TerraWulf stock is highly volatile amid Bitcoin and AI exposure.
“Yeah. Volatility, bitcoin, AI. You're up, you're down.”
Open the episode · Crinetics Gains on Vertex Deal, Solstice Acquire Element, Terawulf JumpsListen at 5:08
Comcast's connectivity and media businesses are challenged.
“they are. They're in two challenged businesses”
Open the episode · Comcast to Spin Off NBCUniversal; Rocket Lab to But Iridium; Chip Stocks ReboundListen at 2:22
Comcast's broadband business is good but highly competitive.
“the broadband business, which is a good business, it is really competitive”
Open the episode · Comcast to Spin Off NBCUniversal; Rocket Lab to But Iridium; Chip Stocks ReboundListen at 2:32
Comcast's theme parks, cable networks, and streaming businesses have growth potential.
“the theme parks, we really like that and some of the cable networks and the streaming businesses which, and give them a shot to grow”
Open the episode · Comcast to Spin Off NBCUniversal; Rocket Lab to But Iridium; Chip Stocks ReboundListen at 2:41
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.
2 episodes featuring Billy Lipschultz
Stock Movers
Big deals test biotech, chemicals and AI infrastructure
The episode connects two large acquisitions with TeraWulf’s risky shift from Bitcoin mining to AI data centers.
Jul 6, 2026 · 7 min
Stock Movers
Comcast spins off media assets while Rocket Lab targets SpaceX dominance
This episode highlights how legacy media giants are restructuring for the streaming era while aerospace and chip companies reposition for AI and satellite dominance.
Jun 29, 2026 · 7 min