What podcasts say about Jim Labenthal

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

What Jim Labenthal has said on podcasts

10 statements · 8 positive · 1 negative · 1 neutral

on Jensen HuangNegativeNov 11, 2026· Halftime Report
Jensen Huang may not complete his tenure as NVIDIA CEO.
“It certainly is possible, Scott, that Mr. Wong does not serve out his tenure as a CEO.”
Listen at 2:27
Open the episode · AI Relief Rally, Nvidia Governance and CoreWeave Earnings
on Nvidia CorporationPositiveNov 11, 2026· Halftime Report
NVIDIA’s $200 price target is too low.
“I think 200 is too low.”
Listen at 3:34
Open the episode · AI Relief Rally, Nvidia Governance and CoreWeave Earnings
on Nvidia CorporationPositiveNov 11, 2026· Halftime Report
NVIDIA earnings are projected to grow about 75% over the next year.
“The growth rate in earnings is projected at about 75% in the year ahead.”
Listen at 3:49
Open the episode · AI Relief Rally, Nvidia Governance and CoreWeave Earnings
on NVIDIA free cash flowPositiveNov 11, 2026· Halftime Report
NVIDIA is expected to generate more than $300 billion in free cash flow over 12 months.
“$300 billion plus. of free cash flow being generated in the next 12 months.”
Listen at 4:11
Open the episode · AI Relief Rally, Nvidia Governance and CoreWeave Earnings
on AI data centersPositiveNov 11, 2026· Halftime Report
Current and planned data-center capacity is already covered by demand.
“the data centers that are currently being brought online and currently being built are spoken for in terms of. demand.”
Listen at 11:25
Open the episode · AI Relief Rally, Nvidia Governance and CoreWeave Earnings
on Alphabet Inc.PositiveNov 11, 2026· Halftime Report
Alphabet’s cloud business is growing 100%.
“one thing that's growing like a weed is their cloud business up 100%.”
Listen at 11:39
Open the episode · AI Relief Rally, Nvidia Governance and CoreWeave Earnings
on AI trade selling pressurePositiveNov 11, 2026· Halftime Report
Selling pressure from the concentrated AI trade appears to be ending.
“it looks like it's coming to an end.”
Listen at 18:00
Open the episode · AI Relief Rally, Nvidia Governance and CoreWeave Earnings
on Federal Reserve December rate decisionNeutralNov 11, 2026· Halftime Report
The Fed should raise rates 50 basis points in December.
“I'd love it if they did 50 basis points in December.”
Listen at 24:00
Open the episode · AI Relief Rally, Nvidia Governance and CoreWeave Earnings
on AbbViePositiveNov 11, 2026· Halftime Report
AbbVie has delivered twice the market return with one-third the market risk.
“You're getting twice the market return for one-third of the market risk.”
Listen at 30:46
Open the episode · AI Relief Rally, Nvidia Governance and CoreWeave Earnings
on U.S. consumer spendingPositiveNov 11, 2026· Halftime Report
Consumer financial strain is not stopping overall consumption.
“it's not stopping the consumer from consuming. Period. End of story.”
Listen at 36:42
Open the episode · AI Relief Rally, Nvidia Governance and CoreWeave Earnings

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.