Fiona Harris

speaker

273 appearances 1 recordings 1 series first heard Aug 2026 last heard 6 Aug

Fiona Harris’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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On Point · ep 386 | Spotlight on the US equity market · 6 Aug 2026 podcast

And I think AI is going to be the same.

It leans into your day-to-day in such a way that it makes things a lot more efficient, particularly lower-hanging fruit stuff.

But again, that efficiency

These happen day by day without really paying much attention to it.

So I think the power of AI is really fantastic.

But we've had those waves, right?

We've started with the Magnificent Seven.

We've now gone on to the hyperscalers.

All these new terms we're learning, right?

And then we went into the semiconductors.

Then we went into the memory names.

And that's that next part of the cycle that they're looking at.

And for memory names, there's a big gap in terms of supply.

There's a real shortage.

You talk to the companies, they've sold out to 27.

They're talking about supply till 2030 in terms of a healthy background.

But they're very, very cyclical.

They typically are boom and bust.

So they're raising prices.

They're trying to meet demand.

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