Tatiana Daria
Person
Tatiana Daria is a financial professional who has appeared as a guest on Bloomberg Radio. She was featured on the Stock Movers Report, hosted by Carol Massar and Isabel Lee, discussing market trends and equity insights.
What Tatiana Daria has said on podcasts
73 statements
Newmont Mining rose 43% since mid-to-late July.
“the rise here has been absolutely vertical, 43% since mid to late July”
Open the episode · Newmont Rises, Ross Stores Climbs, Nvidia Mixed Ahead of Quarterly EarningsListen at 1:16
Newmont has risen 47% from July lows, triple gold’s rally.
“this mining stocks have been on a tear. Just Newmont tickers Nem up 47% since July lows. That is triple the rally in gold.”
Open the episode · Newmont Leads Mining Stocks, Ross Stores Gains, Merck Hits All-Time HighListen at 1:25
Gold mining stocks provide leveraged exposure to gold prices.
“gold mining stocks are just another supercharged way of betting on the commodity itself”
Open the episode · Newmont Rises, Ross Stores Climbs, Nvidia Mixed Ahead of Quarterly EarningsListen at 1:41
Mining stocks offer a leveraged way to bet on gold prices.
“they can look to miners because they always offer sort of a supercharged way”
Open the episode · Newmont Leads Mining Stocks, Ross Stores Gains, Merck Hits All-Time HighListen at 1:41
Ross Stores rose about 4% after raising its annual profit forecast.
“Ross Stores, another name you guys mentioned earlier. It's up about 4% here after boosting its profit forecast for the year.”
Open the episode · Newmont Rises, Ross Stores Climbs, Nvidia Mixed Ahead of Quarterly EarningsListen at 1:49
Higher gold prices improve mining companies’ margins.
“you get to start having better margins with higher prices”
Open the episode · Newmont Leads Mining Stocks, Ross Stores Gains, Merck Hits All-Time HighListen at 1:51
Gold prices are driving mining stocks’ gains today.
“Gold is what's driving them today.”
Open the episode · Newmont Leads Mining Stocks, Ross Stores Gains, Merck Hits All-Time HighListen at 2:05
Ross Stores forecasts third-quarter sales growth of 6–7%.
“Their forecast for the third quarter for sales is actually for an increase of 6 to 7%.”
Open the episode · Newmont Rises, Ross Stores Climbs, Nvidia Mixed Ahead of Quarterly EarningsListen at 2:10
Ross Stores rose about 5% after raising its full-year profit forecast.
“Ross Stores up about 5% after boosting its profit forecast for the full year.”
Open the episode · Newmont Leads Mining Stocks, Ross Stores Gains, Merck Hits All-Time HighListen at 2:17
Tariff refunds are boosting consumer companies’ results.
“they're getting some money back and that's boosting their results”
Open the episode · Newmont Rises, Ross Stores Climbs, Nvidia Mixed Ahead of Quarterly EarningsListen at 2:34
Ross Stores’ report indicates consumers are doing relatively well.
“consumers are doing pretty well from what Ross stores is saying.”
Open the episode · Newmont Leads Mining Stocks, Ross Stores Gains, Merck Hits All-Time HighListen at 2:34
Nvidia will take a minority stake in Cloverleaf Infrastructure to accelerate AI-factory expansion.
“it will take a minority stake in Cloverleaf Infrastructure to accelerate its AI factory buildout”
Open the episode · Newmont Rises, Ross Stores Climbs, Nvidia Mixed Ahead of Quarterly EarningsListen at 3:10
Merck gained about 2% and reached a fresh all-time high.
“it is extending those gains today up about 2% and touching a fresh all time high earlier.”
Open the episode · Newmont Leads Mining Stocks, Ross Stores Gains, Merck Hits All-Time HighListen at 3:22
Nvidia remains viewed bullishly ahead of earnings.
“So still a lot of bullishness on Nvidia ahead of its earnings.”
Open the episode · Newmont Rises, Ross Stores Climbs, Nvidia Mixed Ahead of Quarterly EarningsListen at 3:37
The personalized cancer vaccine results were highly significant for biotech and healthcare.
“this was huge, right? Huge for biotech, huge for the health care industry”
Open the episode · Newmont Leads Mining Stocks, Ross Stores Gains, Merck Hits All-Time HighListen at 3:44
Analysts have been raising their price targets for Merck.
“analysts have been boosting their price targets here on Merck.”
Open the episode · Newmont Leads Mining Stocks, Ross Stores Gains, Merck Hits All-Time HighListen at 4:00
Healthcare is currently the S&P 500’s best-performing sector over three months.
“health care in a good spot right now. The best performing sector over the past three months in the S&P 500.”
Open the episode · Newmont Leads Mining Stocks, Ross Stores Gains, Merck Hits All-Time HighListen at 4:16
Healthcare companies’ earnings must meet elevated expectations.
“earnings have to deliver on those high expectations.”
Open the episode · Newmont Leads Mining Stocks, Ross Stores Gains, Merck Hits All-Time HighListen at 4:23
Apple’s revenue guidance disappointed investors because growth is forecast below expectations.
“Investors are really punishing the company here for a lackluster revenue guidance forecast to rise 9 to 11% in the fourth fiscal quarter anal expecting 12%.”
Open the episode · Apple Slides Most Since 2025, Amazon Soars, NovoListen at 1:14
Apple’s weaker outlook reflects component supply constraints, not weak demand.
“this is not a demand issue, but rather it's a supply issue as they cannot get a handle on enough computer processors and enough memory chips”
Open the episode · Apple Tumbles, Amazon Soars, Novo Nordisk Slides as New Drug Fails in Closely Watched Heart, Stroke Study On this episode of Stock Movers:Listen at 1:19
Apple generates $32 billion in free cash flow.
“this company is a cash cow. 32 billion in free cash flow there.”
Open the episode · Apple Tumbles, Amazon Soars, Novo Nordisk Slides as New Drug Fails in Closely Watched Heart, Stroke Study On this episode of Stock Movers:Listen at 1:37
Amazon’s accelerating cloud revenue supported a 15% share-price surge.
“Amazon is doing quite the opposite here, surging 15% after its report after it posted accelerating cloud revenue for the fifth straight quarter here”
Open the episode · Apple Tumbles, Amazon Soars, Novo Nordisk Slides as New Drug Fails in Closely Watched Heart, Stroke Study On this episode of Stock Movers:Listen at 1:58
Amazon’s U.S. cloud segment grew nearly 40%, generates one-fifth of revenue, and leads operating profit.
“Revenue jumped nearly 40% to over 40 billion at US. This segment now generates a fifth of its revenue and it's the leading source of operating profit.”
Open the episode · Apple Tumbles, Amazon Soars, Novo Nordisk Slides as New Drug Fails in Closely Watched Heart, Stroke Study On this episode of Stock Movers:Listen at 2:13
Amazon’s stock has lagged during the year.
“it has been lagging this year”
Open the episode · Apple Tumbles, Amazon Soars, Novo Nordisk Slides as New Drug Fails in Closely Watched Heart, Stroke Study On this episode of Stock Movers:Listen at 2:50
Apple generated $32 billion in free cash flow.
“Let's not forget $32 billion in free cash flow.”
Open the episode · Apple Slides Most Since 2025, Amazon Soars, NovoListen at 2:59
Novo Nordisk’s experimental drug failed to reduce cardiovascular risk in a large study.
“one of its experimental drugs failed to reduce the risk of heart disease and strokes in a large study”
Open the episode · Apple Tumbles, Amazon Soars, Novo Nordisk Slides as New Drug Fails in Closely Watched Heart, Stroke Study On this episode of Stock Movers:Listen at 3:01
The failed study harms Novo Nordisk’s diversification effort amid obesity-drug competition.
“this is really a blow to the company as it tries to diversify away from those obesity drugs as that market got really, really competitive”
Open the episode · Apple Tumbles, Amazon Soars, Novo Nordisk Slides as New Drug Fails in Closely Watched Heart, Stroke Study On this episode of Stock Movers:Listen at 3:17
Amazon led the Magnificent Seven year to date after rising about 15% in one day.
“Amazon has topped, has claimed that top SP but up about 17% year to date with today's move, of course they are up 15% just today in its largest rally since April 2012 on a closing basis.”
Open the episode · Apple Slides Most Since 2025, Amazon Soars, NovoListen at 3:20
Novo Nordisk needs a new growth source because its shares have lagged since 2024.
“the company really needs a new source of growth because shares have been lagging badly since that peak in 2024”
Open the episode · Apple Tumbles, Amazon Soars, Novo Nordisk Slides as New Drug Fails in Closely Watched Heart, Stroke Study On this episode of Stock Movers:Listen at 3:30
Amazon’s US revenue grew nearly 40%, exceeding $40 billion.
“Revenue here jumped nearly 40% more than 40 billion at US which generates a fifth of the company's revenue.”
Open the episode · Apple Slides Most Since 2025, Amazon Soars, NovoListen at 3:42
Amazon’s cloud business accelerated growth for the fifth consecutive quarter.
“the cloud posted accelerating growth here for a fifth straight quarter.”
Open the episode · Apple Slides Most Since 2025, Amazon Soars, NovoListen at 4:00
Amazon’s increased capital-expenditure plans are paying off.
“this big Capex plans which they've also boosted for the new year are paying off.”
Open the episode · Apple Slides Most Since 2025, Amazon Soars, NovoListen at 4:09
Novo Nordisk’s experimental drug failed to reduce heart-attack risk in a large study.
“experimental drug failed to reduce the risk of heart attacks.”
Open the episode · Apple Slides Most Since 2025, Amazon Soars, NovoListen at 4:40
Novo Nordisk’s drug reduced its target protein without producing clinical significance.
“The shot reduced the protein that it was targeting but did not translate into clinical significance.”
Open the episode · Apple Slides Most Since 2025, Amazon Soars, NovoListen at 4:45
The failed drug study harms Novo Nordisk’s diversification effort beyond obesity and diabetes.
“This is a real blow for this company as it's trying to diversify away from obesity and the diabetes space where it's been the pioneer.”
Open the episode · Apple Slides Most Since 2025, Amazon Soars, NovoListen at 4:51
Intel’s stock sharply reversed despite a strong earnings report.
“what a sharp reversal for this stock for what really was a blowout report”
Open the episode · Intel Turns Lower; Oracle Declines; Canada Goose TumblesListen at 1:01
Intel CEO Lip-Bu Tan’s turnaround efforts are producing positive results.
“the results really show that the CEOs Li Bhutan's turnaround efforts are really paying off”
Open the episode · Intel Mixed, Oracle Gains, Canada Goose Falls After Being Cut to Sell at Williams Trading on Tariff RiskListen at 1:18
Demand for data-center CPUs is rapidly increasing.
“He said demand for CPUs in data centers is really taking off.”
Open the episode · Intel Mixed, Oracle Gains, Canada Goose Falls After Being Cut to Sell at Williams Trading on Tariff RiskListen at 1:24
Intel’s share price rose parabolically during the year.
“the shares price has absolutely gone parabolic all this year”
Open the episode · Intel Turns Lower; Oracle Declines; Canada Goose TumblesListen at 1:27
Intel’s valuation was highest among some major AI companies.
“its valuation, it's actually the highest among some of the big players”
Open the episode · Intel Turns Lower; Oracle Declines; Canada Goose TumblesListen at 1:38
Intel’s forward price-to-sales multiple rose over 100% last month.
“forward PS have jumped more than 100% or rather more than 100 just last month”
Open the episode · Intel Turns Lower; Oracle Declines; Canada Goose TumblesListen at 1:44
Oracle won a ten-year Defense Department contract worth up to $7 billion.
“the company won a 10 year contract with the Department of Defense valued at about $3 billion for the first five years, up to 7 billion if options are exercised.”
Open the episode · Intel Mixed, Oracle Gains, Canada Goose Falls After Being Cut to Sell at Williams Trading on Tariff RiskListen at 2:10
Oracle shares fell 3%.
“Oracle shares down 3%”
Open the episode · Intel Turns Lower; Oracle Declines; Canada Goose TumblesListen at 2:10
Oracle secured a ten-year software deal with the Pentagon.
“The company got a 10 year software deal with the Pentagon.”
Open the episode · Intel Turns Lower; Oracle Declines; Canada Goose TumblesListen at 2:14
Oracle has a relatively weak balance sheet among hyperscalers.
“Balance sheet is on the weaker side if you look among hyperscalers”
Open the episode · Intel Mixed, Oracle Gains, Canada Goose Falls After Being Cut to Sell at Williams Trading on Tariff RiskListen at 2:27
Oracle was heavily underperforming the Magnificent Seven and broader market.
“heavily underperforming the Magnificent seven and the market”
Open the episode · Intel Turns Lower; Oracle Declines; Canada Goose TumblesListen at 2:37
Oracle’s debt-default protection cost reached an eighteen-year high.
“the cost of protecting its debt against default reaching an 18 year high just this week.”
Open the episode · Intel Mixed, Oracle Gains, Canada Goose Falls After Being Cut to Sell at Williams Trading on Tariff RiskListen at 2:45
Oracle is underperforming the Magnificent Seven today.
“it is actually underperforming the Magnificent Seven Today”
Open the episode · Intel Turns Lower; Oracle Declines; Canada Goose TumblesListen at 2:48
AI spending costs are concerning Oracle investors.
“It's all about the cost of AI spending, which is really, really concern returning investors.”
Open the episode · Intel Turns Lower; Oracle Declines; Canada Goose TumblesListen at 2:58
Canada tariffs would make Canada Goose jackets more expensive if maintained.
“the new tariffs that the 50% tariffs that Donald Trump has put on Canada will make more expensive if they stick around.”
Open the episode · Intel Mixed, Oracle Gains, Canada Goose Falls After Being Cut to Sell at Williams Trading on Tariff RiskListen at 3:23
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.
9 episodes featuring Tatiana Daria
Stock Movers
Gold miners surge and Merck hits record high on vaccine trials
Understanding the specific catalysts behind sudden stock surges helps investors identify broader trends in retail resilience, defensive commodities, and biotech breakthroughs.
Aug 21, 2026 · 7 min
Stock Movers
Newmont surges and Ross Stores raises forecast ahead of Nvidia earnings
This episode breaks down the key corporate earnings, retail trends, and commodity surges that are redefining market momentum ahead of major tech sector updates.
Aug 21, 2026 · 6 min
Stock Movers
Apple slides on supply constraints while Amazon surges on cloud growth
Varying corporate earnings reports highlight how supply chain vulnerabilities and cloud infrastructure demands are reshaping market leadership.
Jul 31, 2026 · 7 min
Stock Movers
Apple tumbles on supply constraints while Amazon surges on AI cloud demand
This episode reveals how quickly corporate fortunes shift when tech giants face hardware bottlenecks and pharmaceutical leaders stumble in late-stage clinical trials.
Jul 31, 2026 · 6 min
Stock Movers
Good news fails to lift Intel and Oracle as Canada Goose tumbles
This episode reveals how high investor expectations and macroeconomic risks like tariffs can override major corporate wins and strong earnings reports.
Jul 24, 2026 · 7 min
Stock Movers
Tech stocks rally on AI and defense while retail faces tariff risks
Understanding these market shifts reveals how corporate earnings are increasingly polarized by geopolitical risks and the ongoing artificial intelligence boom.
Jul 24, 2026 · 6 min
Stock Movers
Netflix drops on growth forecast while Micron resists chip sell-off
Understanding how major brands navigate sudden operational crises and growth slowdowns offers critical insights into current market resilience.
Jul 19, 2026 · 6 min
Stock Movers
Apple rises while Netflix tumbles and Meta eyes Anthropic deal
The diverging fortunes of big tech show how AI infrastructure demands and shifting consumer growth forecasts are rapidly rewriting the market playbook.
Jul 17, 2026 · 6 min
Stock Movers
AI infrastructure spending drives market gains and corporate credit downgrades
The high costs and high rewards of the AI boom are reshaping corporate valuations, rewarding chipmakers while punishing the credit profiles of companies building the infrastructure.
Jul 10, 2026 · 7 min