What podcasts say about Isabelle Lee
Every statement, with the speaker, the exact quote and the moment it was said.
What Isabelle Lee has said on podcasts
53 statements · 26 positive · 17 negative · 3 mixed · 7 neutral
NVIDIA remains the leading company among AI-chip competitors.
“it's still the star”
Open the episode · Nvidia Climbs Ahead of Earnings; SpaceX Up; Apple Mac MiniListen at 1:37
NVIDIA shares have risen 15% during 2026.
“shares have climbed 15% in 2026”
Open the episode · Nvidia Climbs Ahead of Earnings; SpaceX Up; Apple Mac MiniListen at 1:41
The Philadelphia Stock Exchange Semiconductor Index has gained 66%.
“the Philadelphia Stock Exchange Semiconductor Index are the stocks. has gained 66%.”
Open the episode · Nvidia Climbs Ahead of Earnings; SpaceX Up; Apple Mac MiniListen at 1:45
SpaceX has FCC approval for an AI-computing network of up to one million satellites.
“a network of as many as 1 million satellites to do computing for AI”
Open the episode · Nvidia Climbs Ahead of Earnings; SpaceX Up; Apple Mac MiniListen at 3:31
Klarna cut annual revenue expectations amid FX pressures and weaker German consumer spending.
“Klarna, the payments firm fell by more than 20% after cutting its revenue expectations for the year amid foreign exchange pressures and weaker consumer spending in Germany”
Open the episode · Closing Bell: Amylyx Pharmaceuticals Climbs, Targa Rises, Klarna PlungesListen at 3:03
Data-center construction has boosted Caterpillar shares through power-equipment purchases.
“investors have boosted the stock as companies go after building more data centers. And they purchased Caterpillar power generation equipment.”
Open the episode · Closing Bell: Amylyx Pharmaceuticals Climbs, Targa Rises, Klarna PlungesListen at 4:36
The 30-year Treasury yield reached its highest level since 2007.
“the 30 year yield now at the highest since 2007.”
Open the episode · Closing Bell: Chip Stocks Rise, SpaceX Gains, EyePoint SinksListen at 5:26
Risks in the bond market are increasingly tilted toward inflation.
“the balance of risk seems increasingly tilted towards inflation.”
Open the episode · Closing Bell: Chip Stocks Rise, SpaceX Gains, EyePoint SinksListen at 5:44
A Bristol Myers–AstraZeneca merger would be the largest pharmaceutical deal ever.
“if it does happen, it'll be the it would rank as the largest ever pharma deal”
Open the episode · AstraZeneca Potential Merger; Nvidia and Intel; SpaceX Reports SoonListen at 1:06
A Bristol Myers–AstraZeneca combination would create the world’s largest drug maker with $107 billion annual revenue.
“these are two cancer powerhouses and they would form the world's biggest drug maker with about $107 billion in annual revenue if this happens”
Open the episode · AstraZeneca Potential Merger; Nvidia and Intel; SpaceX Reports SoonListen at 1:37
The semiconductor index entered bear-market territory around mid-month.
“They entered bear market territory around mid month”
Open the episode · AstraZeneca Potential Merger; Nvidia and Intel; SpaceX Reports SoonListen at 2:12
Nvidia showed resilience during the semiconductor selloff.
“Nvidia demonstrated a lot of resilience”
Open the episode · AstraZeneca Potential Merger; Nvidia and Intel; SpaceX Reports SoonListen at 2:46
SpaceX is issuing its first earnings report as a public company.
“SpaceX first earnings report as a public company”
Open the episode · AstraZeneca Potential Merger; Nvidia and Intel; SpaceX Reports SoonListen at 3:10
SpaceX shares have declined 30% since going public.
“it's SpaceX down 30% since it went public”
Open the episode · AstraZeneca Potential Merger; Nvidia and Intel; SpaceX Reports SoonListen at 3:30
SpaceX shares will experience substantial volatility around the insider lockup expiration.
“we're definitely going to see a lot of volatility there”
Open the episode · AstraZeneca Potential Merger; Nvidia and Intel; SpaceX Reports SoonListen at 3:43
SpaceX’s developments are difficult to predict.
“everything in that company is quite hard to predict”
Open the episode · AstraZeneca Potential Merger; Nvidia and Intel; SpaceX Reports SoonListen at 3:56
Alphabet raised its 2026 capital spending forecast to as much as $205 billion.
“They raise their capital spending forecast to as much as $205 billion this year.”
Open the episode · Alphabet AI Spending; Tesla Lower; T-Mobile FallsListen at 1:20
Google Cloud is a key test of whether Alphabet’s spending delivers financial returns.
“Google Cloud. That emerged to be one of the clearest tests on whether spending can deliver financial returns.”
Open the episode · Alphabet AI Spending; Tesla Lower; T-Mobile FallsListen at 2:06
Tesla’s profit fell despite a strong automotive-business quarter.
“their profit tumbled despite really a strong quarter for the automotive business.”
Open the episode · Alphabet AI Spending; Tesla Lower; T-Mobile FallsListen at 2:36
Tesla’s spending on ambitious initiatives surged to $5.8 billion.
“spending on ambitious initiatives surged to nearly 6 billion. It's $5.8 billion to be exact.”
Open the episode · Alphabet AI Spending; Tesla Lower; T-Mobile FallsListen at 2:46
Tesla experienced its first cash burn in two years.
“This is Tesla's first cash burn in two years.”
Open the episode · Alphabet AI Spending; Tesla Lower; T-Mobile FallsListen at 2:52
Tesla expects capital expenditure above $25 billion.
“the company, they still expect capex in excess of $25 billion.”
Open the episode · Alphabet AI Spending; Tesla Lower; T-Mobile FallsListen at 2:55
T-Mobile’s second-quarter wireless-account growth beat analyst estimates.
“T Mobile reported growth in their wireless accounts in the second quarter that beat analyst estimates.”
Open the episode · Alphabet AI Spending; Tesla Lower; T-Mobile FallsListen at 3:31
T-Mobile’s sales increased nearly 8% year over year.
“sales rose nearly 8% year over year.”
Open the episode · Alphabet AI Spending; Tesla Lower; T-Mobile FallsListen at 3:44
T-Mobile EPS reached $2.99, up 5%, beating previous projections.
“EPS was $2.99. That's a 5% increase and that beat previous projections”
Open the episode · Alphabet AI Spending; Tesla Lower; T-Mobile FallsListen at 3:46
GM raised its full-year profit forecast by $500 billion.
“GM raised its full year profit forecast by another $500 billion”
Open the episode · GM Lower; 3M Pops; Intel RisesListen at 1:18
GM expects annual earnings before income and taxes of up to $16 billion.
“the company said it now expects its earnings before income and taxes of as much as $16 billion a year”
Open the episode · GM Lower; 3M Pops; Intel RisesListen at 1:31
Danaher’s third-quarter core revenue growth guidance fell short of expectations.
“Danaher real quick. The stock I think is fluctuating. It's down. Down. Good. You're right. After the life sciences firm gave Core Revenue growth guidance for the third quarter that fell short of expectations.”
Open the episode · GM Lower; 3M Pops; Intel RisesListen at 2:25
3M’s stock rose nearly 6%.
“the stock is popping up nearly 6%”
Open the episode · GM Lower; 3M Pops; Intel RisesListen at 3:12
3M’s turnaround effort is proceeding despite broader economic volatility.
“the company's slow and steady turnaround effort is, is really just proceeding despite all the broader economic volatility we're seeing”
Open the episode · GM Lower; 3M Pops; Intel RisesListen at 3:21
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.