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PNC Financial

Mentioned in 2 analyzed podcast episodes across 2 shows

Mentioned On

CNBC's "Fast Money"The Compound and Friends

Episode Mentions

CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 4, 2026

Alphabet Reports Results… And Pharma Stocks Diverge In Weight Loss Drug Race 2/4/26

“Hit all-time high; 21% EPS growth; net interest margin and deposit growth supporting fundamentals”

Alphabet Q4 Earnings and 2026 CapEx GuidanceAI Infrastructure Spending and MonetizationSemiconductor vs Software Performance Divergence

The Compound and Friends

The Compound and Friends · Jan 6, 2026

Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator

“Expanding into fastest-growing markets (Florida, Texas); positioned for earnings growth and multiple expansion”

Semiconductor vs Software Stock PerformanceSavita Subramanian Sell-Side Indicator AnalysisAI Infrastructure vs AI Applications Investment Thesis