Paul Sweeney
Person
Paul Sweeney is a host and financial broadcaster for Bloomberg Audio Studios. He co-hosts the Stock Movers Report alongside Tom Keene and Alexis Christoforous, and collaborates with Scarlet Fu to analyze investment news and company research using Bloomberg Intelligence.
What Paul Sweeney has said on podcasts
38 statements
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
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
Paul Sweeney recommends holding an IPO investment without checking it for five years.
“I think if I bought that ipo, I would just stick it in the drawer and not look at it for five years.”
Open the episode · PayPal Rally; Conagra Dividend Cut; SpaceX Near IPO PriceListen at 4:10
Paramount’s projected six-times net debt-to-EBITDA leverage is too high.
“six times net debt to EBITDA is too high”
Open the episode · Micron Gains, Paramount Drops, PepsiCo Falls As Weak US Business Clouds VisibilityListen at 2:39
Higher gas prices reduce consumers’ discretionary spending capacity.
“the higher gas prices just taking money out of consumers pockets for some of those discretionary spending”
Open the episode · Micron Gains, Paramount Drops, PepsiCo Falls As Weak US Business Clouds VisibilityListen at 3:39
Paul Sweeney expresses strong, continuing loyalty to Levi’s
“Definitely Levi's like huge brand loyalty there. I've never done any other brand. Never will.”
Open the episode · Pepsi Earnings; Levi Forecast; Costco SalesListen at 4:27
The US listing would create an important fundraising channel for high-bandwidth memory.
“this was going to open up a pretty important fundraising channel for the high bandwidth memory.”
Open the episode · SK Hynix; Broadcom Expands Apple Pact; Solstice-Element Merger TalksListen at 1:49
Broadcom will develop and supply products across multiple Apple device generations.
“They're going to develop and supply products for multiple generations of Apple's devices.”
Open the episode · SK Hynix; Broadcom Expands Apple Pact; Solstice-Element Merger TalksListen at 2:29
The AI boom has increased demand for semiconductors.
“the AI boom has fueled demand for more semiconductors.”
Open the episode · SK Hynix; Broadcom Expands Apple Pact; Solstice-Element Merger TalksListen at 2:45
Solstice Advanced Materials is acquiring Element Solutions for $14.5 billion, creating a specialty-chemicals market leader.
“They are now acquiring Element Solutions cash and stock deal. It's not a small deal, $14.5 billion. So this would create a market leader in the specialty chemicals sector.”
Open the episode · SK Hynix; Broadcom Expands Apple Pact; Solstice-Element Merger TalksListen at 3:15
Element Solutions shareholders will own approximately 44% of the combined company.
“Elements shareholders will own about 44% of the combined company.”
Open the episode · SK Hynix; Broadcom Expands Apple Pact; Solstice-Element Merger TalksListen at 3:32
The rest of the world is continuing to advance ESG initiatives
“the rest of the world's moving on with this ESG kind of stuff”
Open the episode · Strategy Falls on Bitcoin Outlook; Air Products Rises; Chip Stocks Eye Record QuarterListen at 3:04
Building semiconductor manufacturing plants takes years
“it takes years and years to build these plants”
Open the episode · Strategy Falls on Bitcoin Outlook; Air Products Rises; Chip Stocks Eye Record QuarterListen at 5:37
Demand for memory and chips is extraordinarily strong
“this demand is just extraordinary”
Open the episode · Strategy Falls on Bitcoin Outlook; Air Products Rises; Chip Stocks Eye Record QuarterListen at 5:47
Separating Comcast and NBC Universal would highlight their value.
“you split them apart, you highlight the value”
Open the episode · Comcast Deal; Iridium Acquired; SpaceX MovesListen at 2:32
Cord cutting is causing network growth rates to decline dramatically.
“their rate of growth is declining pretty dramatically because of cord cutting.”
Open the episode · Comcast Deal; Iridium Acquired; SpaceX MovesListen at 2:52
Charter Communications is a stock to watch after rising 25%.
“With a Charter, for example, which is up 25%, that's another one of my stocks to watch.”
Open the episode · Comcast Deal; Iridium Acquired; SpaceX MovesListen at 3:01
Paul Sweeney evaluates AMC's equity sale as a poor move.
“This is a cheesy move, I think”
Open the episode · Nvidia Down, AMC Tumbles, Carnival Falls on Weak 3Q OutlookListen at 2:34
Intel stock has risen 230% year-to-date and 460% over twelve months.
“Stock's up year to date, 230. 30% over the trail in 12 months. Up 460.”
Open the episode · Intel-Apple Deal; Smith and Wesson Rises; Rumble JumpsListen at 1:57
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.