What podcasts say about Dan Curtis

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

What Dan Curtis has said on podcasts

445 statements · 261 positive · 131 negative · 13 mixed · 40 neutral

on U.S. labor marketPositiveOct 7, 2026· UBS On-Air: Market Moves
The U.S. labor market remains solid despite slower recent job growth.
“it's still looking pretty solid”
Listen at 1:03
Open the episode · Top of the Morning: State of the US economy & Fed outlook
on U.S. job growthPositiveOct 7, 2026· UBS On-Air: Market Moves
Recent U.S. job growth is slower but more sustainable.
“it's slower and more sustainable”
Listen at 1:47
Open the episode · Top of the Morning: State of the US economy & Fed outlook
on U.S. labor marketPositiveOct 7, 2026· UBS On-Air: Market Moves
The labor market is not generating inflation pressure.
“we don't have inflation pressures from the labor market”
Listen at 2:21
Open the episode · Top of the Morning: State of the US economy & Fed outlook
on U.S. GDP growthPositiveOct 7, 2026· UBS On-Air: Market Moves
U.S. GDP growth is currently strong.
“GDP growth still pretty strong”
Listen at 3:10
Open the episode · Top of the Morning: State of the US economy & Fed outlook
on U.S. GDP growthNegativeOct 7, 2026· UBS On-Air: Market Moves
U.S. GDP growth is likely to return toward 2%.
“more likely that it moves back to a more like a 2% type number”
Listen at 3:16
Open the episode · Top of the Morning: State of the US economy & Fed outlook
on U.S. core PCE inflationNegativeOct 7, 2026· UBS On-Air: Market Moves
U.S. core PCE inflation remains elevated at 3% year over year.
“inflation is still elevated 3% year-over-year in core PCE terms”
Listen at 3:35
Open the episode · Top of the Morning: State of the US economy & Fed outlook
on Federal Reserve hiking cyclePositiveOct 7, 2026· UBS On-Air: Market Moves
The Federal Reserve is unlikely to pursue hikes that disrupt economic expansion.
“we're not looking at an aggressive Fed hiking cycle that would disrupt the expansion”
Listen at 3:51
Open the episode · Top of the Morning: State of the US economy & Fed outlook
on U.S. inflationPositiveOct 7, 2026· UBS On-Air: Market Moves
U.S. inflation is expected to continue improving.
“inflation looks like it'll continue to improve”
Listen at 4:01
Open the episode · Top of the Morning: State of the US economy & Fed outlook
on U.S. Federal ReserveMixedOct 7, 2026· UBS On-Air: Market Moves
The Fed will hold at its next meeting and likely hike at least once in December.
“we're expecting the Fed to remain on hold at the next meeting and then likely resume with at least one more hike in December”
Listen at 5:36
Open the episode · Top of the Morning: State of the US economy & Fed outlook
on U.S. Federal ReserveNeutralOct 7, 2026· UBS On-Air: Market Moves
There will be substantial support for the Fed holding rates at the next meeting.
“there'll be support for remaining on hold”
Listen at 5:55
Open the episode · Top of the Morning: State of the US economy & Fed outlook
on U.S. Federal ReserveNegativeOct 7, 2026· UBS On-Air: Market Moves
Risks favor additional Fed hikes, potentially including a third hike in March.
“The risks are definitely skewed to more hikes, so possibly a third in March”
Listen at 6:26
Open the episode · Top of the Morning: State of the US economy & Fed outlook
on U.S. Federal ReserveNegativeOct 7, 2026· UBS On-Air: Market Moves
The base case is for one or two additional Fed rate hikes.
“the base case is one, maybe two more”
Listen at 6:43
Open the episode · Top of the Morning: State of the US economy & Fed outlook
on Additional Federal Reserve rate hikesNeutralOct 7, 2026· UBS On-Air: Market Moves
One or two additional hikes should not significantly damage growth trends.
“that number of hikes really shouldn't have too much of a detrimental effect on growth trends”
Listen at 6:46
Open the episode · Top of the Morning: State of the US economy & Fed outlook
on Additional Federal Reserve rate hikesNeutralOct 7, 2026· UBS On-Air: Market Moves
One or two additional Fed hikes should not significantly disrupt markets.
“it shouldn't be too disruptive for markets”
Listen at 6:54
Open the episode · Top of the Morning: State of the US economy & Fed outlook
on AI data centersPositiveOct 6, 2026· Stock Movers
AI-related data centers are driving substantial power demand.
“there's just so much power demand in the AI space”
Listen at 1:00
Open the episode · Constellation-Alphabet Deal; OPCH Jumps; Nike Downgrade
on TDKPositiveOct 6, 2026· Stock Movers
TDK is the only independent manufacturer of magnetic recording heads.
“this is the only independent maker of the magnetic recording heads”
Listen at 2:36
Open the episode · Constellation-Alphabet Deal; OPCH Jumps; Nike Downgrade
on Seagate and Toshiba acquisition effortsNeutralOct 6, 2026· Stock Movers
Seagate and Toshiba are seeking to acquire excess magnetic-head capacity.
“These companies trying to buy up the excess capacity”
Listen at 2:53
Open the episode · Constellation-Alphabet Deal; OPCH Jumps; Nike Downgrade
on Huawei logic folding chipmaking techniquePositiveOct 5, 2026· Stock Movers
Huawei’s technique enables highly precise chipmaking without ASML’s top-end machines.
“Huawei's technique has helped it build highly precise chips without access to top-end machines made by ASML.”
Listen at 0:57
Open the episode · Qualcomm and Nvidia Gain; PTC Major Jumps
on Huawei logic folding chipmaking techniquePositiveOct 5, 2026· Stock Movers
Huawei’s chipmaking technique is a significant technological achievement.
“It's a pretty big technological feat.”
Listen at 1:03
Open the episode · Qualcomm and Nvidia Gain; PTC Major Jumps
on Qualcomm-Huawei licensing agreementPositiveOct 5, 2026· Stock Movers
The Qualcomm-Huawei licensing agreement is boosting Qualcomm shares premarket.
“helping to boost the stock in the premarket.”
Listen at 1:19
Open the episode · Qualcomm and Nvidia Gain; PTC Major Jumps
on AI infrastructure spendingPositiveOct 5, 2026· Stock Movers
Hon Hai’s revenue signals strong global AI infrastructure spending.
“it shows a sign strong spending on global AI infrastructure.”
Listen at 1:47
Open the episode · Qualcomm and Nvidia Gain; PTC Major Jumps
on Nvidia CorporationPositiveOct 5, 2026· Stock Movers
Hon Hai’s revenue is a strong positive signal for Nvidia.
“this is a strong sign for Nvidia.”
Listen at 1:54
Open the episode · Qualcomm and Nvidia Gain; PTC Major Jumps
on TSMC-TeraFab collaborationPositiveOct 5, 2026· Stock Movers
TSMC shares rose after Musk confirmed potential TeraFab collaboration talks.
“Those shares are up 1% as Elon Musk confirming talks with Taiwanese— with the Taiwanese chipmaker on a potential collaboration for TeraFab.”
Listen at 2:20
Open the episode · Qualcomm and Nvidia Gain; PTC Major Jumps
on Intel CorporationNegativeOct 5, 2026· Stock Movers
Potential TeraFab competition is pressuring Intel shares.
“And that's putting shares of Intel on the back foot.”
Listen at 2:34
Open the episode · Qualcomm and Nvidia Gain; PTC Major Jumps
on Schneider Electric acquisition of PTCPositiveOct 5, 2026· Stock Movers
Schneider Electric’s offer exceeds PTC’s prior close by more than 40%.
“That per-share figure is over a 40% premium to Friday's close.”
Listen at 3:28
Open the episode · Qualcomm and Nvidia Gain; PTC Major Jumps
on Schneider Electric acquisition of PTCPositiveOct 5, 2026· Stock Movers
The PTC acquisition will add engineering software to Schneider’s offering.
“The deal will add engineering software to Schneider's offering.”
Listen at 3:35
Open the episode · Qualcomm and Nvidia Gain; PTC Major Jumps
on Twilio S&P 500 inclusionPositiveOct 2, 2026· Stock Movers
Twilio will replace Warner Brothers in the S&P 500.
“It's going to replace Warner Brothers, which is set to merge with Paramount.”
Listen at 2:42
Open the episode · Nike Worsening Sales; Broadcom-Anthropic Chips; Twilio to Join S&P
on Moderna Nasdaq 100 inclusionPositiveOct 2, 2026· Stock Movers
Moderna will enter the Nasdaq 100, replacing Warner Brothers.
“That's replacing— that's going in the Nasdaq 100, also replacing Warner Brothers as the company gets ready to merge with Paramount.”
Listen at 2:50
Open the episode · Nike Worsening Sales; Broadcom-Anthropic Chips; Twilio to Join S&P
on High-bandwidth memory pricingPositiveOct 1, 2026· Stock Movers
Higher HBM pricing will narrow the profitability gap with traditional memory.
“That's going to help narrow the profitability gap with the more traditional type of memory.”
Listen at 2:21
Open the episode · Accenture Faces AI; Micron Beat; Constellation Energy Gains
on Tencent AI chip leasePositiveOct 1, 2026· Stock Movers
The Tencent chip lease is estimated at about $7 billion with 30% upfront.
“That's estimated to be worth about $7 billion, including an upfront payment of 30%.”
Listen at 3:49
Open the episode · Accenture Faces AI; Micron Beat; Constellation Energy Gains

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.