What podcasts say about Tim Stenovec

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

What Tim Stenovec has said on podcasts

165 statements · 68 positive · 76 negative · 4 mixed · 17 neutral

on SpaceXNeutralOct 7, 2026· Stock Movers
SpaceX has $100 billion in cash yet is borrowing money.
“They have $100 billion of cash. So why are they borrowing money?”
Listen at 0:33
Open the episode · SpaceX and Constellation Brands Lower; Intel Higher
on SpaceX $40 billion NVIDIA chip financingNeutralOct 7, 2026· Stock Movers
SpaceX is seeking $40 billion to purchase NVIDIA chips.
“SpaceX in talks with banks and investors to raise $40 billion to buy chips from NVIDIA.”
Listen at 0:42
Open the episode · SpaceX and Constellation Brands Lower; Intel Higher
on SpaceX AI build-out financingPositiveOct 7, 2026· Stock Movers
SpaceX’s fundraising will rank among the largest AI-development debt financings.
“fundraising for AI build-out will be among the biggest ever debt financings for AI development.”
Listen at 0:49
Open the episode · SpaceX and Constellation Brands Lower; Intel Higher
on Intel CorporationNegativeOct 7, 2026· Stock Movers
TSMC speculation preceded an approximately 5% Intel decline.
“that led to more than, I think it was about a 5% decline in Intel Monday and Tuesday.”
Listen at 2:56
Open the episode · SpaceX and Constellation Brands Lower; Intel Higher
on Beer consumptionNegativeOct 7, 2026· Stock Movers
People are consuming less beer.
“But people are drinking less beer.”
Listen at 3:46
Open the episode · SpaceX and Constellation Brands Lower; Intel Higher
on Marvell TechnologyPositiveOct 6, 2026· Stock Movers
Marvell’s current yearly gain would be its best percentage performance since 2001.
“MRVL, the ticker, would be its best yearly percentage gain if you could hold on that since 2001.”
Listen at 2:26
Open the episode · Alphabet Buys Constellation, Marvell Technology Gains, Empire State Realty Trust
on PerplexityNeutralOct 6, 2026· Stock Movers
Tim Stenovec uses Perplexity.
“I have Perplexity.”
Listen at 3:52
Open the episode · Constellation and OPCH Jump; SpaceX Most Active
on U.S. Treasury yieldsNegativeOct 5, 2026· Stock Movers
U.S. 10-year and 30-year Treasury yields reached multi-decade highs.
“The 10-year yield at 5.30% and the 30-year yield at 5.66%. So once again, multi-decade highs.”
Listen at 5:33
Open the episode · Closing Bell: PTC Rallies on Deal, SpaceX Gains, CH Robinson Sinks
on Nike, Inc.NegativeOct 1, 2026· Stock Movers
Nike’s stock was 77% below its late-2021 high before the earnings release.
“This is before today's print, down 77% from those highs at the end of 2021.”
Listen at 1:34
Open the episode · Nike Falls on Earnings, Entertainment Stocks Drop
on CarsNegativeSep 29, 2026· Stock Movers
The average new car costs more than $50,000.
“a new car is over $50,000 on average”
Listen at 3:17
Open the episode · Carnival Rallies, CarMax Rises, FICO Falls
on World LabsPositiveSep 28, 2026· Stock Movers
WorldLabs acquisition will help AMD plan future hardware releases through researchers, models, and AI insights.
“the idea is this acquisition will help AMD plan its future hardware releases by adding a team of leading researchers and their models along with insights into how the AI field is evolving.”
Listen at 1:25
Open the episode · AMD Acquires AI Startup World Labs, Vail Resorts Declines, Jeffries Reports
on Nvidia RTX Pro 5500 chip sales in ChinaPositiveSep 28, 2026· Stock Movers
China may permit Alibaba and ByteDance to purchase Nvidia's RTX Pro 5500 chip
“China may allow Alibaba and ByteDance to buy Nvidia's new RTX Pro 5500 chip”
Listen at 1:31
Open the episode · Nvidia Gains; Northern Star Rejects Offer; Roblox Shares Drop
on World LabsPositiveSep 28, 2026· Stock Movers
The WorldLabs acquisition will help AMD plan future hardware releases.
“the idea is this acquisition will help AMD plan its future hardware releases by adding a team of leading researchers and their models, along with insights into how the AI field is evolving.”
Listen at 1:35
Open the episode · AMD Acquires AI Startup World Labs, Vail Resorts Declines, Jeffries Reports
on Vail ResortsNegativeSep 28, 2026· Stock Movers
Vail Resorts stock has been under pressure for years.
“this stock, I mean, has been under pressure for years.”
Listen at 2:50
Open the episode · AMD Acquires AI Startup World Labs, Vail Resorts Declines, Jeffries Reports
on Vail ResortsNegativeSep 28, 2026· Stock Movers
Vail Resorts’ stock has been under pressure for years.
“this stock, I mean, has been under pressure for years.”
Listen at 3:00
Open the episode · AMD Acquires AI Startup World Labs, Vail Resorts Declines, Jeffries Reports
on Vail Resorts Mountain West ski seasonNegativeSep 28, 2026· Stock Movers
The prior Mountain West ski season was very poor for Vail Resorts.
“Last year was just a terrible season in the Mountain West, which is a really important area for Vail Resorts.”
Listen at 3:11
Open the episode · AMD Acquires AI Startup World Labs, Vail Resorts Declines, Jeffries Reports
on 10-year Treasury yieldNegativeSep 28, 2026· Stock Movers
The 10-year Treasury yield has risen for four consecutive weeks.
“The 10-year Treasury yield has risen for 4 straight weeks coming into today”
Listen at 3:54
Open the episode · Closing Bell: Kodiak Surges, MongoDB Plunges, Boeing Falls
on MetaPositiveSep 25, 2026· Stock Movers
Meta’s stock has risen more than 700% since 2022.
“the stock is up more than 700% since 2022”
Listen at 1:47
Open the episode · Weekly Roundup: Meta's AI-Driven Rally, Gen Digital Drops, Moderna Surges
on MetaPositiveSep 25, 2026· Stock Movers
Meta’s stock has risen around 40% since the previous month.
“it's up around 40% since just last month”
Listen at 1:51
Open the episode · Weekly Roundup: Meta's AI-Driven Rally, Gen Digital Drops, Moderna Surges
on Akamai TechnologiesPositiveSep 25, 2026· Stock Movers
Akamai has pivoted toward cybersecurity and artificial intelligence.
“Now, I guess pivoting to cybersecurity and AI.”
Listen at 2:29
Open the episode · Akamai Rallies on Anthropic Deal, Twilio Slips, McDonald's Drops
on Domino'sNeutralSep 25, 2026· Stock Movers
Domino’s Pizza is one of Twilio’s biggest customers.
“One of the biggest customers of Twilio, Domino's Pizza.”
Listen at 4:05
Open the episode · Akamai Rallies on Anthropic Deal, Twilio Slips, McDonald's Drops
on Mark Elliot ZuckerbergNegativeSep 25, 2026· Stock Movers
Betting against Mark Zuckerberg has so far been unsuccessful.
“counting out Zuckerberg is at least so far been a losing battle.”
Listen at 4:26
Open the episode · Closing Bell: Akamai-Anthropic Contract, Microsoft Jumps, Meta's New AI Agent
on Anthropic-Akamai AI-computing dealPositiveSep 24, 2026· Stock Movers
Anthropic is striking a $12 billion AI-computing deal with Akamai.
“Anthropic striking a $12 billion deal with Akamai for AI computing.”
Listen at 3:57
Open the episode · Closing Bell: GoDaddy Jumps, Oracle Drops on Force Majeure, MGM Resorts Tumbles
on U.S. Treasury yieldsNegativeSep 24, 2026· Stock Movers
Another similar day could produce the year’s biggest or second-biggest weekly yield gain.
“this is setting up for what is now going to be the biggest a weekly gain in yields that we've seen, or the second biggest, I should say, all year long”
Listen at 4:34
Open the episode · Closing Bell: GoDaddy Jumps, Oracle Drops on Force Majeure, MGM Resorts Tumbles
on MetaPositiveSep 23, 2026· Stock Movers
Meta shares gained about 1.5% intraday and more than 30% month-to-date.
“the stock is up today about 1.5%. It was up a little bit more earlier in the day. But if you look at the month-to-date gain, we're talking more than 30%.”
Listen at 0:46
Open the episode · Meta Gains, McDonald's Falls, Royal Caribbean Drops
on Royal CaribbeanNegativeSep 23, 2026· Stock Movers
Royal Caribbean shares fell as much as 6%.
“Royal Caribbean shares dropped as much as 6%.”
Listen at 3:11
Open the episode · Meta Gains, McDonald's Falls, Royal Caribbean Drops
on Cruise industryNegativeSep 23, 2026· Stock Movers
The cruise industry is under substantial pressure.
“the whole cruise industry is under a lot of pressure.”
Listen at 3:58
Open the episode · Meta Gains, McDonald's Falls, Royal Caribbean Drops
on Sandals and Beaches resortsPositiveSep 23, 2026· Stock Movers
Sandals and Beaches’ adults-only format may help the offering.
“it's adults only so i think i think that that helps”
Listen at 4:17
Open the episode · Meta Gains, McDonald's Falls, Royal Caribbean Drops
on McDonald'sNegativeSep 23, 2026· Stock Movers
McDonald’s kiosks reduce the number of paid human workers required.
“There's nobody there. Yeah, they order kiosks and stuff. Oh, yeah. Reduce the number of human beings who you have to pay.”
Listen at 4:40
Open the episode · Alkami Sinks, McDonald's Falls, KB Home Down
on AI agentsPositiveSep 23, 2026· Stock Movers
AI agents will eventually retrieve food for customers.
“your AI agents are going to be getting the food for you.”
Listen at 4:50
Open the episode · Alkami Sinks, McDonald's Falls, KB Home Down

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.