Tim Stenovec
Person
Tim Stenovec is a journalist and broadcaster who co-hosts Bloomberg Businessweek. He provides insights on global leadership, business trends, and market movements alongside Carol Massar.
What Tim Stenovec has said on podcasts
108 statements
Meta’s stock has risen more than 700% since 2022.
“the stock is up more than 700% since 2022”
Open the episode · Weekly Roundup: Meta's AI-Driven Rally, Gen Digital Drops, Moderna SurgesListen at 1:47
Meta’s stock has risen around 40% since the previous month.
“it's up around 40% since just last month”
Open the episode · Weekly Roundup: Meta's AI-Driven Rally, Gen Digital Drops, Moderna SurgesListen at 1:51
Akamai has pivoted toward cybersecurity and artificial intelligence.
“Now, I guess pivoting to cybersecurity and AI.”
Open the episode · Akamai Rallies on Anthropic Deal, Twilio Slips, McDonald's DropsListen at 2:29
Domino’s Pizza is one of Twilio’s biggest customers.
“One of the biggest customers of Twilio, Domino's Pizza.”
Open the episode · Akamai Rallies on Anthropic Deal, Twilio Slips, McDonald's DropsListen at 4:05
Betting against Mark Zuckerberg has so far been unsuccessful.
“counting out Zuckerberg is at least so far been a losing battle.”
Open the episode · Closing Bell: Akamai-Anthropic Contract, Microsoft Jumps, Meta's New AI AgentListen at 4:26
Anthropic is striking a $12 billion AI-computing deal with Akamai.
“Anthropic striking a $12 billion deal with Akamai for AI computing.”
Open the episode · Closing Bell: GoDaddy Jumps, Oracle Drops on Force Majeure, MGM Resorts TumblesListen at 3:57
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”
Open the episode · Closing Bell: GoDaddy Jumps, Oracle Drops on Force Majeure, MGM Resorts TumblesListen at 4:34
McDonald’s is reducing human staffing at payment points through kiosks.
“they're reducing the number of human beings who get to pay.”
Open the episode · Alkami Sinks, McDonald's Falls, KB Home DownListen at 4:55
Whoop is currently performing well in its market.
“Whoop seems to be doing pretty well”
Open the episode · Apple Debuts Health Tracker, Sandisk Jumps, Lennar GainsListen at 1:40
Amazon’s earlier attempt at this type of product failed.
“Amazon years ago tried this, it didn't work”
Open the episode · Apple Debuts Health Tracker, Sandisk Jumps, Lennar GainsListen at 1:42
A screenless tracker has longer battery life because it lacks a screen.
“the battery lasts a long time because there is no screen”
Open the episode · Apple Debuts Health Tracker, Sandisk Jumps, Lennar GainsListen at 2:10
Nike chose to sell its shoes through its own stores instead of local running stores.
“Nike said we'll just do it out of our own stores.”
Open the episode · Chip Stocks Rebound, JetBlue Plunges, Nike DeclinesListen at 3:46
Melius Research has a $3,600 target price for SanDisk stock.
“Ben writes this over at Melius research has a $3600 target price on the stock.”
Open the episode · Sandisk Gains; Reddit Climbs; Tesla RisesListen at 2:53
StubHub says FIFA caused ticketing problems affecting customers.
“StubHub says that was an issue with FIFA and now there are a lot of customers complaining about this.”
Open the episode · Closing Bell: Memory Chips Rise, Workday Soars, Hertz TumblesListen at 3:26
Many SaaS companies have suffered substantial market declines.
“a lot of these companies have been beat up”
Open the episode · Workday Soars, Applied Materials Slumps, Tapestry SlidesListen at 3:48
Cerebras’s hardware business declined after lumpy orders.
“The hardware business declined after quote lumpy orders.”
Open the episode · Cisco Gains, Cerebras Declines, Virgin Galactic FallsListen at 2:16
Cisco beat adjusted EPS expectations with $1.22 for its fiscal fourth quarter.
“The knee jerk reaction on Cisco to the upside for its fiscal fourth quarter a beat on adjusted EPS $1.22.”
Open the episode · Closing Bell: CoreWeave Surges, Home Depot Lags, US Antimony DeclinesListen at 5:25
Apollo, Blackstone, BlackRock, and Brookfield are partnering with Nvidia to source infrastructure financing.
“Apollo, Blackstone, BlackRock, Brookfield Asset Management partnering with Nvidia to source $500 billion in financing for infrastructure.”
Open the episode · Closing Bell: Riot Platforms Rises, eToro Falls, Super Micro Delivers EarningsListen at 1:14
Riot’s Anthropic deal is expected to generate $9.1 billion through June 2048.
“A $9.1 billion deal with Anthropic that for 191 megawatts of computing in riots Rockdale, Texas campus. It's expected to generate $9.1 billion in revenue, but it goes through June of 2048.”
Open the episode · Closing Bell: Riot Platforms Rises, eToro Falls, Super Micro Delivers EarningsListen at 1:56
Mizuho raised Bending Spoons’ price target before its first earnings report.
“Mizuho hiked its price target ahead of the company's first earnings report.”
Open the episode · Closing Bell: Riot Platforms Rises, eToro Falls, Super Micro Delivers EarningsListen at 3:01
SpaceX shares closed above their IPO price at nearly $139.
“shares of SpaceX up above that IPO price closing today at almost $139 a share”
Open the episode · Closing Bell: Archer Jumps, MarineMax Surges, Apple SinksListen at 1:42
Archer Aviation shares rose 12% after Boeing announced an asset sale and partnership.
“Archer Aviation shares up 12% today”
Open the episode · Closing Bell: Archer Jumps, MarineMax Surges, Apple SinksListen at 1:53
MarineMax shares surged 46% following its announced acquisition.
“Marine Max shares surging 46% today”
Open the episode · Closing Bell: Archer Jumps, MarineMax Surges, Apple SinksListen at 2:36
Safe Harbor Marinas will acquire MarineMax.
“It's going to be acquired by Safe Harbor Marinas”
Open the episode · Closing Bell: Archer Jumps, MarineMax Surges, Apple SinksListen at 2:43
The MarineMax transaction is expected to close by year-end 2026, subject to approvals.
“the transaction is expected to close by the end of the year 2026, pending regulatory approval and shareholder approval”
Open the episode · Closing Bell: Archer Jumps, MarineMax Surges, Apple SinksListen at 3:04
Rocket Lab forecasts quarterly revenue of $250 million to $265 million.
“The outlook is important. Here the company SEES revenue of 250 to 265 million.”
Open the episode · Rocket Lab Falls, Hims Declines, Nvidia Announces Partnership with Wall Street BanksListen at 3:42
The dollar, oil prices, and yields declined over the week.
“on a weekly basis the dollar is down. So too our oil prices. And you're seeing yields drift down as well.”
Open the episode · Closing Bell: Airbnb Gains, SpaceX Jumps, Under Armour DeclinesListen at 4:14
Akamai forecasts fiscal-year revenue of $4.45–$4.53 billion.
“Akamai sees fiscal year revenue 4.45 billion to 4.53 billion.”
Open the episode · Closing Bell Earnings Special: Lyft Gains, Airbnb Mixed, Sweetgreen SlidesListen at 1:39
Airbnb forecasts third-quarter revenue of $4.69–$4.77 billion.
“Company sees third quarter re 4.69 billion to 4.77 billion.”
Open the episode · Closing Bell Earnings Special: Lyft Gains, Airbnb Mixed, Sweetgreen SlidesListen at 3:16
Airbnb’s outlook suggests travel demand remains healthy.
“Airbnb B is optimistic outlook suggesting that travel demand remains healthy.”
Open the episode · Closing Bell Earnings Special: Lyft Gains, Airbnb Mixed, Sweetgreen SlidesListen at 4:21
WD is well positioned to benefit from secular data growth and deliver shareholder value.
“WD is well positioned to capitalize on the secular data growth opportunity and to deliver long term shareholder value.”
Open the episode · Closing Bell: Nvidia Gains, Shopify Jumps, Earnings After the BellListen at 7:55
SpaceX expects the Cursor deal to close in the third quarter
“The company also expecting that cursor deal to close this quarter. That is the third quarter of the year.”
Open the episode · Closing Bell: SpaceX Reports First Earnings Since IPOListen at 3:54
Palantir had a $301 billion market capitalization before the move.
“that's a $301 billion before today's move.”
Open the episode · Palantir Lifts, On Semiconductor Mixed, Snap RisesListen at 2:30
Snap stock declined 47% over the last 12 months.
“It's down 47% in the last 12 months.”
Open the episode · Palantir Lifts, On Semiconductor Mixed, Snap RisesListen at 3:43
Morgan Stanley expects lower stablecoin circulation to affect Circle.
“lower expectations for stablecoin circulation”
Open the episode · Closing Bell: Amazon Reaches $3T in Market Value, Boeing Rises, Palantir EarningsListen at 4:08
Circle’s business model will need to shift from reserve income to transaction-based revenue.
“Circle's business model too will need to transition from reserve income toward transaction based revenue.”
Open the episode · Closing Bell: Amazon Reaches $3T in Market Value, Boeing Rises, Palantir EarningsListen at 4:11
The CDC identified two deaths associated with the cyclospora outbreak.
“The CDC said that two deaths have been identified as part of the cyclospora outbreak”
Open the episode · Closing Bell: Amazon Reaches $3T in Market Value, Boeing Rises, Palantir EarningsListen at 4:27
Amazon, Dexcom, and Monolithic Power Systems were the top three index gainers.
“Amazon, Dexcom, and then you've got monolithic power systems. Those are the number 1, 2, 3 gainers in the S&P 500 and NASDAQ 100.”
Open the episode · Closing Bell: Amazon Soars Most Since 2012, Apple Slumps & Roblox TumblesListen at 1:14
Amazon shares surged 15%.
“Amazon, let's get to it. Up 15%, man. Just surging the company.”
Open the episode · Closing Bell: Amazon Soars Most Since 2012, Apple Slumps & Roblox TumblesListen at 1:25
Most of Amazon’s increased capital spending would go toward AI.
“CEO Andy Jassy saying most of that spending would go toward AI”
Open the episode · Closing Bell: Amazon Soars Most Since 2012, Apple Slumps & Roblox TumblesListen at 1:55
Amazon Web Services revenue increased 37% to $42.2 billion.
“Amazon Web services revenue jumped 37% to $42.2 billion.”
Open the episode · Amazon Surges, Apple Disappoints, Rivian GainsListen at 2:12
Amazon Web Services had its fastest growth pace since Q4 2021.
“It's the fastest pace of growth since the fourth quarter of 2021.”
Open the episode · Amazon Surges, Apple Disappoints, Rivian GainsListen at 2:16
Amazon’s capital spending sent free cash flow negative.
“The company reported spending more than $53 billion on property and equipment, sending free cash flow negative”
Open the episode · Amazon Surges, Apple Disappoints, Rivian GainsListen at 2:21
Amazon total revenue increased 20% to $200.6 billion.
“Total revenue increased 20% to $200.6 billion”
Open the episode · Amazon Surges, Apple Disappoints, Rivian GainsListen at 2:34
Rivian narrowed its loss while launching a lower-cost EV model.
“the company narrowed its loss while rolling out this lower cost EV model.”
Open the episode · Amazon Surges, Apple Disappoints, Rivian GainsListen at 3:26
Rivian’s revenue exceeded estimates.
“Its revenue did top estimates.”
Open the episode · Amazon Surges, Apple Disappoints, Rivian GainsListen at 3:57
Rivian is reducing costs and revamping production while launching its new model.
“Rivian working to rein in costs and revamp production while rolling out that new model.”
Open the episode · Amazon Surges, Apple Disappoints, Rivian GainsListen at 3:58
Rivian expects its lower-cost R2 line to capture greater EV market share.
“The company's betting can help it capture greater share of the market for EVs.”
Open the episode · Amazon Surges, Apple Disappoints, Rivian GainsListen at 4:05
The US electric vehicle market is under pressure.
“the big story with EVs, no matter who makes these EVs in the US it's been under pressure.”
Open the episode · Amazon Surges, Apple Disappoints, Rivian GainsListen at 4:09
Starbucks raised its annual outlook after quarterly results beat market estimates.
“Starbucks raising its annual outlook after quarterly results surpassed market estimates”
Open the episode · Meta Falls on Forecast; Microsoft Gains on Cloud; Qualcomm DeclinesListen at 2:26
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.
33 episodes featuring Tim Stenovec
Stock Movers
Akamai’s Anthropic deal tests AI infrastructure economics
The episode connects a huge AI-computing contract with the uneven market fortunes of technology and consumer companies.
Sep 25, 2026 · 7 min
Stock Movers
GoDaddy surges as Oracle flags data-center risk
The episode shows how takeover speculation, project risk, and AI infrastructure deals drove sharply different moves at the close.
Sep 24, 2026 · 7 min
Stock Movers
Moderna rallies on vaccine optimism while retail and tech split the market
This market wrap-up highlights how shifting leadership changes, margin pressures, and sector-specific trends are creating sharp divisions among major US equities.
Aug 21, 2026 · 7 min
Stock Movers
Memory-chip stocks surge as Workday takeover talks lift shares
The episode captures how company targets, acquisition speculation, and investor exits drove sharply different outcomes across the market close.
Aug 13, 2026 · 7 min
Stock Movers
AI cloud providers surge while Home Depot slips on CEO medical leave
This episode captures a pivotal moment where AI infrastructure spending continues to accelerate while traditional retail bellwethers face sudden operational vulnerabilities.
Aug 12, 2026 · 7 min
Stock Movers
AI infrastructure deals reshape the stock movers board
The episode connects market gains, earnings surprises, and AI infrastructure spending to the companies investors were watching after the close.
Aug 11, 2026 · 9 min
Stock Movers
Acquisitions and analyst downgrades drive major shifts in stock valuations
Understanding these sudden shifts reveals how private equity deals and analyst sentiment immediately impact major corporate valuations.
Aug 10, 2026 · 8 min
Stock Movers
Airbnb surges on travel demand while Under Armour slides on weak retail
This market snapshot reveals a stark split between resilient experiential spending and weakening global retail demand.
Aug 7, 2026 · 6 min
Stock Movers
After-hours earnings spark wild swings for Lyft, Airbnb, and Sweetgreen
Corporate earnings reports reveal shifting consumer behaviors, from resilient travel spending to the immediate financial damage of food safety crises.
Aug 6, 2026 · 11 min
Stock Movers
AI expectations drive sharp moves across tech stocks
The episode shows how strong results can still trigger volatility when investors have priced in extraordinary growth from AI and infrastructure companies.
Aug 5, 2026 · 12 min
Stock Movers
SpaceX beats revenue expectations in first earnings report since IPO
This first earnings report provides the first concrete look at SpaceX's financial health as a public company and sets the baseline for its valuation.
Aug 4, 2026 · 9 min
Stock Movers
Amazon hits three trillion dollars as Boeing and Palantir rally
This episode tracks the critical market shifts and corporate milestones shaping investor sentiment as major tech and industrial giants break valuation records.
Aug 3, 2026 · 7 min
Stock Movers
Amazon surges on cloud growth while Apple and Roblox tumble
The contrasting fortunes of Amazon and Apple highlight how cloud infrastructure demand is currently outperforming hardware manufacturing constrained by supply chains.
Jul 31, 2026 · 6 min
Stock Movers
Coca-Cola and Ford lift outlooks as consumer spending remains resilient
Latest earnings from corporate bellwethers provide the clearest picture yet of consumer health and industrial resilience in a shifting economy.
Jul 28, 2026 · 8 min
Stock Movers
Tech rotation gains steam as Nvidia drops and meatpackers rally
This episode highlights a critical shift in market leadership, showing how regulatory updates and AI funding concerns are driving capital out of chipmakers and into defensive sectors.
Jul 27, 2026 · 7 min
Stock Movers
Utz and GM surge while Charles Schwab and Danaher tumble
This episode highlights the divergent paths of major corporate stocks, proving that beating earnings estimates is no longer enough to satisfy a highly volatile market.
Jul 21, 2026 · 8 min
Stock Movers
AI momentum lifts Lumentum while antitrust concerns pause major media merger
This episode captures how regulatory intervention and sector-specific crises are disrupting major corporate consolidations and consumer stocks even as tech momentum continues.
Jul 20, 2026 · 7 min
Stock Movers
Rotork climbs while Ocado and Crest Nicholson face steep market declines
Understanding the stark contrast between industrial resilience and consumer-facing struggles helps investors navigate a highly fragmented European market.
Jul 16, 2026 · 7 min
Stock Movers
United Airlines and JB Hunt beat earnings to signal economic resilience
Quarterly results from transport leaders serve as a real-time health check on both consumer discretionary spending and industrial logistics.
Jul 15, 2026 · 9 min
Stock Movers
Big banks rally on trading surge as IBM and Lucid plunge
The stark divide between soaring bank earnings and historic tech declines reveals how unevenly corporate America is navigating current economic pressures.
Jul 14, 2026 · 8 min
Stock Movers
Paramount and Warner Bros. Discovery shares rise despite merger lawsuit
This episode reveals how regulatory interventions and legal liabilities are actively overriding standard corporate performance metrics to drive stock market volatility.
Jul 13, 2026 · 7 min
Stock Movers
Apple shares surge on foldable phone outlook while chip stocks tumble
Shifting hardware strategies are rapidly reshaping market valuations, proving that even dominant semiconductor players remain vulnerable to sudden shifts in the AI landscape.
Jul 2, 2026 · 6 min
Stock Movers
Meta cloud infrastructure plans shake up AI competitors and stock markets
Meta's expansion into AI cloud infrastructure signals a massive shift in tech spending that could disrupt specialized cloud providers and redefine market leadership.
Jul 1, 2026 · 11 min
Stock Movers
Chip stocks rally on foreign investment while telecom giants slip
The day's market movements reveal how quickly emerging satellite partnerships and regulatory shifts can disrupt established giants in telecom and clean energy.
Jun 30, 2026 · 8 min
Stock Movers
Rocket Lab surges while Super Micro sinks amid Taiwan raids
Corporate restructurings and unexpected regulatory actions are rapidly shifting valuations across key tech and media sectors at the market close.
Jun 29, 2026 · 7 min
Stock Movers
Micron surges on AI demand while Apple sinks over price hikes
The market reaction reveals a stark divergence between semiconductor manufacturers capitalizing on the AI boom and device makers struggling with rising component costs.
Jun 25, 2026 · 8 min
Stock Movers
IBM gains on upgrade while semiconductor index plunges nearly eight percent
This episode captures a critical market divergence, showing how strategic corporate actions and analyst upgrades are shielding select firms from a broader semiconductor selloff.
Jun 23, 2026 · 10 min
Stock Movers
Super Micro surges on upgrade while Alphabet slides amid AI talent departures
The latest market movements reveal how sharply Wall Street is punishing tech giants for losing key AI talent while rewarding hardware providers.
Jun 22, 2026 · 7 min
Stock Movers
SpaceX valuation overtakes Amazon as Snap slides on AR launch
Major market recalculations are underway as private aerospace giant SpaceX enters public trading while hardware skepticism dampens tech rivals.
Jun 16, 2026 · 9 min
Stock Movers
SpaceX surges and Nvidia sells bonds as Fiserv shares tumble
Major executive shakeups and massive corporate debt offerings are reshaping market valuations at the closing bell.
Jun 15, 2026 · 7 min
Stock Movers
SpaceX IPO surges nineteen percent as rival space stocks sell off
The massive SpaceX debut demonstrates intense investor appetite for dominant space ventures, even as it drains capital from smaller sector rivals.
Jun 12, 2026 · 8 min
Stock Movers
Super Micro plunges and Amazon disrupts trucking as retail stocks rally
As massive capital raises pressure tech valuations, Amazon's logistics expansion threatens to permanently disrupt traditional shipping and trucking networks.
Jun 10, 2026 · 7 min
Stock Movers
Chip orders and inflation reshape the stock market’s winners
The episode connects company-specific catalysts with broader forces, from semiconductor demand and sports betting data to inflation, agriculture, and bond yields.
Jun 8, 2026 · 8 min