$SAP podcast mentions
Per Ticker.id: 9 SAP ($SAP) mentions across 4 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-20.
Now let's examine them. For example, Oracle. I don't think they can do a deal right now because they are struggling a lot with, you know, raising capital for their data center needs. So that's one issue. You look at Adobe, they are— they just had a management change. They also— their stock's just been crushed. So I think that's going to be very unusual. SAP could be the one where we could see some deal activity because there, I think financial strength is a little bit better than the others and they are also not facing the same kind of multiple compression.
Anurag Rana · Bloomberg Intelligence · GM Slides as CEO Barra Warns of ‘Intensifying’ Challenges · 2026-10-20There is some good news according to Alphaspace from Yahoo Finance. Over the past week, Shopify rose 5%, SAP rose 7%, and Salesforce rose 9%. Basically, the market has said, all right, why buy the picks and shovels when you can buy someone who's already figured out the mine? These companies continue to show resilience. and I've been, I've been using AlphaSpace to create baskets of stocks and such that you can compare whole sectors to one another. And you know the basket that is underperforming every other basket, Ed?
Scott Galloway · Prof G Markets · Why The Stock Market Is Booming — But Your Paycheck Isn't · 2026-10-19Yeah, I hope not. Yeah, exactly. But I said hover chair, you're right, it might be their, their hover Barcalounger as they, uh, Float that. The thing is, I was also talking to a guy yesterday who, um, had lost a fair amount of weight since the last time I saw him. And he said, you know, it's— I haven't been working out more, I've been way too busy, but I'll admit I've been on this kind of microdose GLP type of thing. It was sort of something new. Um, but he said it's a true microdose, and he's like, I've lost, you know, 20 or 30 pounds or whatever. And he's like, he's like, I can tell you, like, obesity is over. Like, it is becoming, you know, so easy now to, to give you these little microdoses that really just change your eating behaviors enough. And he said this one is one that, like, you don't— it doesn't sap your will to go work out. In fact, not only can you, you know, you still want to work out, but it's also— I don't think it has testosterone in it, but it has something else in it that basically helps you, um, preserve and build muscle.
Adam Taggart · Thoughtful Money with Adam Taggart · It's A Tricky Market Right Now | Lance Roberts · 2026-10-17Of course, it's impossible to do that, but they had such a great sales pitch. People believed them because the stock futures were so novel. In reality, though, when the losses all kicked in at once on Black Monday, the portfolio insurance didn't work. If anything, the futures selling from these insurance policies actually accelerated the decline in the stock market. Causing massive losses for the poor saps who bought these things. Many of the actual clients were wiped out. The people who sold these policies, they were charlatans and mountebanks. Although history remembers them as just really as idiots, not the crooks I thought they were. I lean toward the latter theory because there's no magic trick that can get you returns from investing in the stock market without much risk. Come on. The two go hand in hand. Don't believe anyone who tells you different. Those people are charlatans. Of course, at the time we didn't know that the power of the futures could cause a crash. We figured where there's smoke, there's fire. If the markets crashed, then there's going to be something wrong with the economy, right? Simply had to be a recession lurking. Stocks couldn't go down on their own. There had to.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/16/26 · 2026-10-16Yeah, that's, that's a contention point right now. It depends who is controlling the harness today. If the LLM providers— Anthropic, OpenAI, Google's Gemini— if they're controlling this point of entry with their user interface, they're going to be the beneficiaries. Apps get pushed to the back end, just database access. Provide us the information that you're storing, and the agents will take care of the rest. If the SaaS-controlled players like Salesforce Agentforce or HubSpot Breeze or SAP Joule. These platforms are trying to incorporate that scope of the harness. They're trying to do the, you know, context management, security permissioning, as we mentioned, and they can move beyond being the backend, being more of the user interface and interaction. As you trace an agent through this business process, they can give you some of that feedback and intelligence. Is the agent working properly, efficiently, using fewer tokens? All that type of workflow information.
Niraj Patel · Bloomberg Intelligence · Starbucks Says It’s Not Buying Chipotle, Dousing Deal Rumors · 2026-10-12So I think the world, or at least Wall Street, is anticipating that a lot. Now, look, there are other things that those companies have and, you know, for— you're building something for you. Like if it's for at the individual level, probably a little different than, you know, American Airlines running whatever SAP or something like that's a little harder to figure out what the hell that is. And then, you know, they've got data and, you know, blah, blah, blah, blah, blah. But still, yet and still, like, that's a real thing where you can chase, you by using GPUs that you don't even own, that Anthropic owns, can chase down HubSpot for your use case like that.
Ben Horowitz · The a16z Show · What Makes a Great Entrepreneur? | Ben Horowitz on Vintage x Vintage · 2026-10-10