Gap ($GAP) podcast mentions
Per Ticker.id: 3 Gap ($GAP) mentions across 2 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-08.
They were just pieces of paper blowing with the stock market wind. Wouldn't you know it, he was right. At the time, we had a market led by a few stocks that the Japanese buy every night. And they keep those stocks up in the morning. Back then, Japan was on par with us for the biggest and deepest stock markets. They were challenging our wealth, and in many ways, their economy seemed a lot better than ours. The Japanese loved the waste management stocks. They thought 3M was terrific. They had an appetite for the drug stocks, especially Johnson Johnson and Merck. They thought Gap was really good. The whole thing was insane because their favorite stocks just seemed to go up every single day. They're buying, you know, bounce. In fact, the Japanese were responsible for most of the marginal buying of the whole move upward. They took the indices up to about 29 times earnings by the time October rolled around. The whole time the market was being taken up by Japan, there were these weirdo salespeople selling you what was basically something called stock market insurance. Portfolio insurance. Yes, insurance. You could ride up the indices and be stopped out down 5% for a fee if something bad happened.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/19/26 · 2026-10-19Now, around the latest controversy, there's a theory that the reason why these frontier models have called for a pause is that, okay, maybe they're freaked out, maybe they're worried, but calling for a pause means a slowdown in the CapEx, meaning that they will be more profitable and perhaps maybe able to pour some of those profits back into a reduced pricing such that they become more competitive with open weight. We're just seeing a market play out with one competitor coming from the bottom and one is the premier model. The open weights are essentially trying to Old Navy the Frontier models, and that is the fastest zero to a billion-dollar retailer in history was Old Navy. What do they do? 80% of Gap for 50% of the price. Southwest Airlines, same thing. Most at one point more valuable than the rest of US airlines combined. 80% of Delta, American, or United for 60% of the price. That is the best business model in terms of value creation in history. And I would argue that the open weight models are adopting that business model. There's also a geopolitical overlay here.
Scott Galloway · The Prof G Pod with Scott Galloway · Can OpenAI and Anthropic Justify Their Valuations? + Flock, Privacy, and Plummeting Crime · 2026-10-19So let's start out with where I see the largest risk, and for that we look straight at one of the competitive advantages that I think Aritzia really has, which is the strength of its brand. While the brand is very, very strong, Aritzia, you know, they don't have switching costs, they don't have network effects, no cost advantages and no IP, which another clothing competitor can't just go out and replicate. And there's just an old folks' home full of brands that were once powerful that few people still talk about today. You know, Abercrombie, J.Crew, Gap, American Apparel, Club Monaco are all examples of businesses that I remember seeing prominently displayed in the biggest malls. And now if I ask, you know, the average 20-year-old, they probably have never heard of them. Or they'd probably look at me like I was growing a third arm.
Kyle Grieve · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley · 2026-10-15Gap up with lots of nuclear exposure. In response, the stock gap from 145 to 151. That was just last Wednesday morning, then finished the session at 160. I thought it was going to give up that gain. It did not. Lang likes that. That Vistra held the gap and its stock has now risen above its 200-day moving average. With that move, the MACD line— and remember, when we look at MACD, we're always looking for the crossover. There it is. The MACD line made an incredibly bullish crossover. And the same goes for this TTM squeeze that you like so much. Basically, since last week, Vistra's rallied hard on high volume, creating a new uptrend practically overnight. Here we got— you can see this and there's very high volume. That's what I'm looking for. That's a, that's a volume explosion right there. Okay. According to Lang, the stock has a heavy ceiling resistance at $170. But if this can clear this level, he sees the stock going to $220, maybe $240. Again, very strong call volume for the January $200s. All good signs. Here's the bottom line. The data center power generation plays have come down hard from their summer highs.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/13/26 · 2026-10-13