What podcasts say about Michael Monaghan

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

What Michael Monaghan has said on podcasts

7 statements · 4 positive · 2 negative · 1 neutral

on Nvidia CorporationPositiveNov 9, 2026· Bloomberg Intelligence
NVIDIA’s senior reports could step in if Jensen Huang is distracted.
“those 60 reports are likely highly qualified, highly competent people will be able to step in”
Listen at 12:51
Open the episode · Nvidia Probe Into CEO Affair Raises Thorny Questions for AI
on Jensen HuangNegativeNov 9, 2026· Bloomberg Intelligence
Jensen Huang’s sales and dealmaking role may be impaired in coming weeks.
“that part of his role will be at risk over the upcoming weeks”
Listen at 13:08
Open the episode · Nvidia Probe Into CEO Affair Raises Thorny Questions for AI
on NVIDIA revenue growthPositiveNov 9, 2026· Bloomberg Intelligence
Founders 100 ETF expects NVIDIA revenue growth next year.
“we're still looking at another 70 earnings excuse me revenue growth for next year”
Listen at 14:22
Open the episode · Nvidia Probe Into CEO Affair Raises Thorny Questions for AI
on Nvidia CorporationNegativeNov 9, 2026· Bloomberg Intelligence
NVIDIA stock may remain range-bound with downside volatility until inquiry resolution.
“the stock's going to be range bound with some downside volatility, perhaps”
Listen at 14:45
Open the episode · Nvidia Probe Into CEO Affair Raises Thorny Questions for AI
on Nvidia CorporationPositiveNov 9, 2026· Bloomberg Intelligence
NVIDIA is the leading company guiding the AI ecosystem.
“NVIDIA really is the leader and the guiding light in the entire AI complex”
Listen at 16:34
Open the episode · Nvidia Probe Into CEO Affair Raises Thorny Questions for AI
on CVS retail pharmacy spinoffNeutralNov 9, 2026· Bloomberg Intelligence
CVS’s spun-off retail entity may carry 3–3.5 times leverage.
“we're thinking about, you know, three to three and a half times leverage for that entity”
Listen at 30:32
Open the episode · Nvidia Probe Into CEO Affair Raises Thorny Questions for AI
on CVS leveragePositiveNov 9, 2026· Bloomberg Intelligence
CVS leverage is about four times, down from five times in 2024.
“Leverage is about around four times now. It's come down from a high of five times in 2024.”
Listen at 31:21
Open the episode · Nvidia Probe Into CEO Affair Raises Thorny Questions for AI

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.