Stock Movers Papa John's Jumps, Las Vegas Sands Falls, Broadcom Skyrockets
6 snips
Oct 13, 2025 Shares of Papa John's skyrocketed 23% following a $64 per-share bid from Apollo Global Management, igniting discussions about its market position. In contrast, Las Vegas Sands and other Macau operators faced declines amid troubling gaming revenue data. Meanwhile, Broadcom's shares surged after a groundbreaking multiyear deal with OpenAI for custom chips and AI infrastructure, signaling a major shift in tech investments. The implications of these movements were thoroughly analyzed, especially regarding the broader market and future AI spending.
AI Snips
Chapters
Transcript
Episode notes
Buyout Rumors Drive Volatility
- Papa John's stock spiked intraday after a reported $64-per-share bid from Apollo but closed well below that level.
- Natalia notes the company has underperformed and its stock is down about 63% since October 2021.
Post-Pandemic Weakness Explained
- Analysts connect Papa John's weak performance to tougher competition and changing delivery dynamics.
- Natalia highlights post-pandemic shifts and consumers cutting back on low-end food delivery demand.
Macau Slowdown Pressures Casino Stocks
- Macau gaming demand fell sharply over Golden Week, hitting casino stocks like Las Vegas Sands hard.
- Jeffrey's data showed weekly Macau revenue down 46% and monthly figures implying a ~5% year-over drop.