What podcasts say about Carol Massar

Every statement, with the speaker, the exact quote and the moment it was said.

What Carol Massar has said on podcasts

346 statements · 226 positive · 75 negative · 12 mixed · 33 neutral

on Apollo PIMCO transaction with SpaceXNegativeOct 7, 2026· Stock Movers
Some people consider Apollo and PIMCO’s SpaceX transaction insignificant.
“Some people say the Apollo PIMCO transaction for next year with SpaceX is no big deal.”
Listen at 1:42
Open the episode · SpaceX and Constellation Brands Lower; Intel Higher
on Nvidia CorporationPositiveOct 6, 2026· Stock Movers
NVIDIA is nearing a $6 trillion market capitalization.
“NVIDIA rallying and also on the verge of becoming the first company with a $6 trillion market cap”
Listen at 0:42
Open the episode · Closing Bell: Constellation Energy Jumps, Biotech Declines, Marvell Technology
on NVIDIA revenue outlookPositiveOct 6, 2026· Stock Movers
NVIDIA provided a robust revenue outlook.
“It did give a robust revenue outlook”
Listen at 1:12
Open the episode · Closing Bell: Constellation Energy Jumps, Biotech Declines, Marvell Technology
on NVIDIA stock buybackPositiveOct 6, 2026· Stock Movers
NVIDIA now has the largest known stock buyback in history.
“now it's the biggest buyback we know in history”
Listen at 1:15
Open the episode · Closing Bell: Constellation Energy Jumps, Biotech Declines, Marvell Technology
on Electricity demandPositiveOct 6, 2026· Stock Movers
AI electricity demand is reviving interest in nuclear energy.
“Immense amount of electricity required for AI, right, is helping to revive interest in nuclear energy.”
Listen at 2:20
Open the episode · Constellation and OPCH Jump; SpaceX Most Active
on New nuclear reactorsNegativeOct 6, 2026· Stock Movers
New nuclear reactors can take at least a decade to permit and build.
“new reactors can take a decade or more to permit and build.”
Listen at 2:40
Open the episode · Constellation and OPCH Jump; SpaceX Most Active
on C.H. Robinson acquisition of RXOPositiveOct 5, 2026· Stock Movers
The RXO deal is premised on AI improving logistics efficiency.
“this is a bet on artificial intelligence helping the companies improve efficiency in a challenging freight market.”
Listen at 3:21
Open the episode · Closing Bell: PTC Rallies on Deal, SpaceX Gains, CH Robinson Sinks
on Align TechnologyNegativeOct 5, 2026· Stock Movers
Investors are concerned about potential legal risks facing Align Technology.
“this is just over the idea that investors are a bit concerned when you see any potential lever legal overhangs here.”
Listen at 4:27
Open the episode · Closing Bell: PTC Rallies on Deal, SpaceX Gains, CH Robinson Sinks
on AI agentsPositiveOct 2, 2026· Stock Movers
AI agents could increase semiconductor demand
“optimism that AI agents could drive increased demand demand for semiconductors”
Listen at 1:01
Open the episode · Closing Bell: Nvidia Hits Record, Tesla Tops Estimates, Seagate Sinks
on Nike product development and inventoryNegativeOct 2, 2026· Stock Movers
Nike’s poor product development caused higher inventory that took years to reduce.
“some bad product development led to higher inventory that's taken them a couple years to get rid of.”
Listen at 1:33
Open the episode · Nike Slides; Broadcom Spending; FICO Surge
on Nike, Inc.NegativeOct 2, 2026· Stock Movers
Nike faces substantially more competition than before.
“Again, competition is a good point. There's a lot more competition now.”
Listen at 1:46
Open the episode · Nike Slides; Broadcom Spending; FICO Surge
on Nike Investor DayPositiveOct 2, 2026· Stock Movers
Nike’s Investor Day is probably the next stock catalyst.
“the next catalyst for the stock is probably their Investor Day.”
Listen at 1:47
Open the episode · Weekly Roundup: Nike Falls, Boeing Gains, Carnival Gained
on Caitlin Clark 1sPositiveOct 2, 2026· Stock Movers
Nike's Caitlin Clark shoe sold out quickly.
“that shoe for Caitlin Clark with Nike selling out really quickly.”
Listen at 2:00
Open the episode · Nike Slumps, Seagate Falls, Freeport-McMoRan Rises
on ToshibaNegativeOct 2, 2026· Stock Movers
Toshiba may increase competition in hard disk drives
“falling on concerns about the potential for increased competition from Japan's Toshiba”
Listen at 3:09
Open the episode · Closing Bell: Nvidia Hits Record, Tesla Tops Estimates, Seagate Sinks
on Seagate and Western Digital pricing powerNegativeOct 2, 2026· Stock Movers
More hard-drive supply could weaken Seagate and Western Digital pricing power
“if there is a significant addition of this supply on the market, what's that going to mean for pricing power for companies like Seagate and Western Digital?”
Listen at 3:27
Open the episode · Closing Bell: Nvidia Hits Record, Tesla Tops Estimates, Seagate Sinks
on Nike Investor DayPositiveOct 2, 2026· Stock Movers
Nike’s Investor Day may be the next major stock catalyst
“I think that might be the next big catalyst for the stock”
Listen at 4:26
Open the episode · Closing Bell: Nvidia Hits Record, Tesla Tops Estimates, Seagate Sinks
on ParamountNegativeOct 1, 2026· Stock Movers
Paramount has substantially more debt than it should have
“Tons of debt, way more than they should probably have.”
Listen at 2:44
Open the episode · McCormick Climbs, ServiceNow Rises, Paramount Drops as $41 Billion of M&A Bonds Slump
on ParamountNegativeOct 1, 2026· Stock Movers
Paramount’s businesses have difficult fundamentals
“tough fundamentals for a lot of the businesses there”
Listen at 2:47
Open the episode · McCormick Climbs, ServiceNow Rises, Paramount Drops as $41 Billion of M&A Bonds Slump
on ParamountNegativeOct 1, 2026· Stock Movers
Paramount faces integration risk from the Warner Bros. deal
“And then you've got integration risk.”
Listen at 2:50
Open the episode · McCormick Climbs, ServiceNow Rises, Paramount Drops as $41 Billion of M&A Bonds Slump
on ParamountNegativeOct 1, 2026· Stock Movers
Paramount paid higher coupons to issue its acquisition debt
“So they paid up in terms of the coupon.”
Listen at 2:54
Open the episode · McCormick Climbs, ServiceNow Rises, Paramount Drops as $41 Billion of M&A Bonds Slump
on Paramount Skydance CorporationNegativeOct 1, 2026· Stock Movers
Paramount Skydance’s $41 billion of dollar bonds sold off on their first full trading day.
“The company's $41 billion worth of US dollar bonds sold off to start their first full day of trading.”
Listen at 3:27
Open the episode · Nike Falls on Earnings, Entertainment Stocks Drop
on Paramount Skydance CorporationNegativeOct 1, 2026· Stock Movers
Paramount Skydance’s five-year default protection cost rose to 432 basis points.
“the cost of protecting the company's debt against default for 5 years rose as much as 53 basis points to 432 basis points.”
Listen at 3:33
Open the episode · Nike Falls on Earnings, Entertainment Stocks Drop
on Paramount Skydance CorporationNegativeOct 1, 2026· Stock Movers
Paramount Skydance’s default protection cost reached its highest level since April 2009.
“That's the highest level since April of 2009.”
Listen at 3:40
Open the episode · Nike Falls on Earnings, Entertainment Stocks Drop
on FICONegativeSep 29, 2026· Stock Movers
FICO stock is down 63% year to date.
“stock is down 63% year to date”
Listen at 4:36
Open the episode · Carnival Rallies, CarMax Rises, FICO Falls
on Vail ResortsNegativeSep 28, 2026· Stock Movers
Vail Resorts’ 2027 outlook was below consensus expectations.
“the outlook fell short of consensus.”
Listen at 2:14
Open the episode · AMD Acquires AI Startup World Labs, Vail Resorts Declines, Jeffries Reports
on Vail ResortsNegativeSep 28, 2026· Stock Movers
Vail Resorts’ 2027 outlook fell below consensus expectations.
“So the outlook fell short of consensus.”
Listen at 2:24
Open the episode · AMD Acquires AI Startup World Labs, Vail Resorts Declines, Jeffries Reports
on Meta enterprise AI platformNeutralSep 28, 2026· Stock Movers
Meta recruited MongoDB CEO C.J. Desai to lead an enterprise AI platform.
“Meta Platforms has tapped MongoDB's president and CEO, C.J. Desai to lead a new AI platform for enterprise customers.”
Listen at 2:57
Open the episode · Closing Bell: Kodiak Surges, MongoDB Plunges, Boeing Falls
on MGM RewardsNegativeSep 28, 2026· Stock Movers
Approximately 17% of Vail Resorts’ float is sold short.
“about 17% of the float is short”
Listen at 3:19
Open the episode · AMD Acquires AI Startup World Labs, Vail Resorts Declines, Jeffries Reports
on Meta Enterprise PlatformPositiveSep 28, 2026· Stock Movers
Meta Enterprise Platform will initially bring its AI tools and technology stack to more businesses and developers.
“It'll initially focus on bringing the Muse agent, Meta Business Agent, Muse API, Muse Code, and its full tech stack to more business and developers.”
Listen at 3:45
Open the episode · Closing Bell: Kodiak Surges, MongoDB Plunges, Boeing Falls
on James Hardie stockPositiveSep 28, 2026· Stock Movers
James Hardie’s stock had risen approximately 22% year to date.
“stock's been up about, what, 22% year to date”
Listen at 4:13
Open the episode · Nvidia Gains, MongoDB Slumps, James Hardie

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.