John Tucker
Person
John Tucker is a journalist and broadcaster at Bloomberg, where he covers financial markets and corporate earnings. He frequently hosts and contributes to Bloomberg programs, providing analysis on major retail and industrial stocks.
What John Tucker has said on podcasts
16 statements
StubHub must fix its ticket-refund problems to address tangible consumer distrust.
“The distrust in the system is tangible. They got to fix it.”
Open the episode · StubHub and Cerebras Lower; Birkenstock RalliesListen at 1:29
Tyson lowered its 2026 adjusted operating-income outlook to $2.1–$2.3 billion.
“Annual adjusted operating income of 2.1 billion to 2.3 billion for 2026. So that's they've lowered the range there.”
Open the episode · Bristol-Myers Squibb Potential Merger; SpaceX to Report; Tyson DropsListen at 1:01
Tyson’s production-capacity reductions have not yet significantly affected results.
“This weaker outlook suggests Tyson's efforts to reduce production capacity. They've yet to really have any significant impact.”
Open the episode · Bristol-Myers Squibb Potential Merger; SpaceX to Report; Tyson DropsListen at 1:10
Tyson is expected to report a $500–$650 million adjusted operating loss for 2026.
“Tyson is now expected to post an adjusted operating loss of 500 million to $650 million for the year, deeper than some of the prior expectations.”
Open the episode · Bristol-Myers Squibb Potential Merger; SpaceX to Report; Tyson DropsListen at 1:49
Combining AstraZeneca and Bristol Myers Squibb would create the world’s largest drug maker.
“It would form the world's biggest drug maker with about $107 billion in annual revenue.”
Open the episode · Bristol-Myers Squibb Potential Merger; SpaceX to Report; Tyson DropsListen at 2:34
Bristol Myers Squibb could give AstraZeneca a larger U.S. market foothold.
“Bristol Myers Squibb could provide Astra with a bigger foothold in the US Market.”
Open the episode · Bristol-Myers Squibb Potential Merger; SpaceX to Report; Tyson DropsListen at 2:42
Elon Musk’s commentary will matter more than SpaceX’s financial results.
“I don't think the financials are going tomorrow are going to matter as much as the commentary from from Elon during the call.”
Open the episode · Bristol-Myers Squibb Potential Merger; SpaceX to Report; Tyson DropsListen at 3:54
Institutional investors consider SpaceX risky because of Elon Musk’s unprecedented control.
“a lot of institutional investors, they, they were sour on this to begin with because in part because of the unprecedented control that Elon Musk has over SpaceX, they consider it a little too risky to hold.”
Open the episode · Bristol-Myers Squibb Potential Merger; SpaceX to Report; Tyson DropsListen at 4:14
Elon Musk holds more than 80% of SpaceX’s voting rights.
“MUST sits on over 80% of the voting rights.”
Open the episode · Bristol-Myers Squibb Potential Merger; SpaceX to Report; Tyson DropsListen at 4:28
SpaceX’s lockup expiration will release 911 million shares after earnings.
“Just a few days after earnings, the lockup ends. So regardless of how good or bad the results are, 911 million shares are subject to the lockup will be released.”
Open the episode · Bristol-Myers Squibb Potential Merger; SpaceX to Report; Tyson DropsListen at 4:43
United Airlines trading revenues should remain historically elevated.
“trading revenues should remain historically elevated”
Open the episode · Week Ahead: JPMorgan Chase, United Airlines, NetflixListen at 2:10
Investment banking is expected to remain resilient despite market volatility.
“the investment banking looks to stay resilient despite what we'll call market volatility.”
Open the episode · Week Ahead: JPMorgan Chase, United Airlines, NetflixListen at 2:13
SB Neo will offer cloud computing services to major US enterprises from March 2028.
“The new company is going to be called SB Neo. It aims to offer cloud computing services to major US enterprises, including the hyperscalers. Starting in March of 2028.”
Open the episode · SoftBank Venture and Google Legal FightListen at 2:20
SB Neo will compete with CoreWeave in the cloud services market.
“They'll compete with the likes of Core, Weave, Softbank joining a crowded cloud services field”
Open the episode · SoftBank Venture and Google Legal FightListen at 2:34
Meta’s potential AI-computing access sales are weighing on memory-chip stocks.
“word that Meta platforms working on selling access to its AI computing power that's weighing on memory chip stocks like M.”
Open the episode · SoftBank Venture and Google Legal FightListen at 2:47
Analysts say Meta could severely damage the Neo cloud business.
“Analysts say Meta could crash the Neo cloud.”
Open the episode · SoftBank Venture and Google Legal FightListen at 2:54
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 John Tucker
This Week in Startups
AI oversight meets meme coins and improvised data centers
The discussion tests where human responsibility, regulation, and infrastructure must catch up with increasingly capable AI systems.
Sep 14, 2026 · 1h 11m
Stock Movers
Wall Street braces for pivotal earnings from banking, aviation, and tech giants
This earnings week will show whether major players in finance, travel, and entertainment can sustain growth in the face of persistent inflation and rapid technological change.
Jul 12, 2026 · 9 min