What podcasts say about Christina Keown
Every statement, with the speaker, the exact quote and the moment it was said.
What Christina Keown has said on podcasts
12 statements · 8 positive · 3 negative · 1 mixed
Investors are increasingly concerned about AI-trade durability and future hyperscaler hardware spending.
“there are signs that investors are becoming more concerned about the durability of the ai trade and how much more harder hardware spending we're going to see from hyperscalers moving forward”
Open the episode · SK Hynix Rises, Moderna Gains, Estee Lauder Soars as Results Show Turnaround Gaining SteamListen at 1:33
Moderna and Merck achieved the first positive final-stage trial for an mRNA cancer therapy.
“it showed the first positive final stage trial for any mRNA based cancer therapy”
Open the episode · SK Hynix Rises, Moderna Gains, Estee Lauder Soars as Results Show Turnaround Gaining SteamListen at 2:16
Moderna’s mRNA technology will successfully diversify beyond COVID products.
“the technology that made Moderna household name during the covid era will have a successful second act”
Open the episode · SK Hynix Rises, Moderna Gains, Estee Lauder Soars as Results Show Turnaround Gaining SteamListen at 2:23
Cerebras cloud revenue is driving concern and contributing to the share decline.
“its cloud division is actually driving revenue. That's kind of causing some concern among investors and thus the decline in shares today.”
Open the episode · Cerebras Tumbles, Stubhub Drops, Birkenstock Rallies on Solid Sandal DemandListen at 1:30
Birkenstock has benefited from growing demand for closed-toe footwear.
“they've also benefited from primarily the growing demand for their closed-toe sneakers, boots, clogs, and slippers.”
Open the episode · Cerebras Tumbles, Stubhub Drops, Birkenstock Rallies on Solid Sandal DemandListen at 3:10
Analyst price targets for SPCX range from 62 to 800.
“there's a big divergence between the bullish and bearish analyst calls for the stock, 800 for Raymond James and then on the low end, 62 for Morningstar”
Open the episode · SpaceX Rises, Seagate Drops, Marriott Slides on Earnings MissListen at 1:18
SpaceX and Tesla already share several technologies, creating potential synergies.
“how much synergy does Space X have with Tesla, seeing as they do share a number of technologies already”
Open the episode · SpaceX Rises, Seagate Drops, Marriott Slides on Earnings MissListen at 1:39
SpaceX and Tesla may merge in the future.
“there's been a bit of talk about a potential merger between the two companies at some point down the line”
Open the episode · SpaceX Rises, Seagate Drops, Marriott Slides on Earnings MissListen at 1:45
Elon Musk is the biggest synergy between SpaceX and Tesla because he supports a merger.
“The biggest synergy is Elon Musk, because he wants it to happen.”
Open the episode · SpaceX Rises, Seagate Drops, Marriott Slides on Earnings MissListen at 2:00
Seagate currently has pricing power.
“they also very much enjoy this pricing power at the moment”
Open the episode · SpaceX Rises, Seagate Drops, Marriott Slides on Earnings MissListen at 2:38
Seagate's order visibility and operating discipline can drive continued margin expansion.
“there is built to order visibility and operating discipline that can drive continued margin expansion”
Open the episode · SpaceX Rises, Seagate Drops, Marriott Slides on Earnings MissListen at 2:43
Marriott's weak third-quarter forecast caused its shares to fall.
“it really was the downbeat forecast for its third quarter that really hurt those shares”
Open the episode · SpaceX Rises, Seagate Drops, Marriott Slides on Earnings MissListen at 3:15
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.