← Tim Stenovec
Episodes featuring Tim Stenovec
50 episodes, newest first.
- Sep 30, 2026
White House AI accord tests America’s lead over ChinaBloomberg Daybreak: US EditionSep 30, 2026 - Sep 28, 2026
Nvidia boosts buyback as MongoDB and Boeing slideStock MoversSep 28, 2026Guest - Sep 28, 2026
Nvidia expands buybacks as markets punish leadership riskStock MoversSep 28, 2026Guest - Sep 25, 2026
AI spending tests the limits of infrastructure and trustBloomberg TechSep 25, 2026Guest - Sep 25, 2026
Akamai’s Anthropic deal tests AI infrastructure economicsStock MoversSep 25, 2026Guest - Sep 24, 2026
Data-center risks split the market’s biggest moversStock MoversSep 24, 2026Guest - Sep 24, 2026
GoDaddy surges as Oracle flags data-center riskStock MoversSep 24, 2026Guest - Sep 21, 2026
Paramount settlement lifts media stocks as chips surgeStock MoversSep 21, 2026Guest - Sep 14, 2026
Cybersecurity rallies as crypto optimism lifts CoinbaseStock MoversSep 14, 2026 - Sep 11, 2026
AI spending lifts Microsoft while Oracle and Adobe expose investor doubtsStock MoversSep 11, 2026Guest - Sep 2, 2026
AI infrastructure lifts Dell and HPE forecastsStock MoversSep 2, 2026Guest - Sep 1, 2026
Markets weigh AI bets against higher yieldsStock MoversSep 1, 2026Guest - Aug 28, 2026
Warsh’s inflation warning collides with AI’s investment boomBloomberg TechAug 28, 2026Guest - Aug 25, 2026
Moderna rallies as Dick’s confronts sneaker-market strainStock MoversAug 25, 2026Guest - Aug 24, 2026
Expedia rises as AI costs pressure chipmakersStock MoversAug 24, 2026Guest - Aug 21, 2026
Moderna rallies on vaccine optimism while retail and tech split the marketStock MoversAug 21, 2026Guest - Aug 14, 2026
AI’s growth story collides with compute costs and bubble fearsBloomberg TechAug 14, 2026Guest - Aug 13, 2026
Memory-chip rally meets AI caution and Dubai’s urban blueprintStock MoversAug 13, 2026Guest - Aug 13, 2026
Memory-chip stocks surge as Workday takeover talks lift sharesStock MoversAug 13, 2026Guest - Aug 12, 2026
AI cloud providers surge while Home Depot slips on CEO medical leaveStock MoversAug 12, 2026Guest - Aug 11, 2026
AI infrastructure lifts winners across markets and citiesStock MoversAug 11, 2026Guest - Aug 11, 2026
AI infrastructure deals reshape the stock movers boardStock MoversAug 11, 2026Guest - Aug 10, 2026
MarineMax surges as Apple sinks on affordability fearsStock MoversAug 10, 2026Guest - Aug 10, 2026
Acquisitions and analyst downgrades drive major shifts in stock valuationsStock MoversAug 10, 2026Guest