Isabel Lee
speaker
235 appearances
6 recordings
1 series
first heard May 2026
last heard 28 Aug
Isabel Lee’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jun 2026 with 3.
Appearances
It just really trailed Microsoft.
And of course, on Wednesday, we saw fantastic earnings from NVIDIA with Bloomberg Intelligence saying the outlook was jaw-dropping and JP Morgan saying that it was better than expected.
Let's take a zoom out again and look at broader markets.
And you see there healthy gains from the S&P higher by four tenths of one percent and the Nasdaq higher by also three tenths of one percent.
We're about one hour after Federal Reserve Chair Kevin Walsh gave a speech.
This is his first major speech, especially as head of the central bank in the United States.
And he said that he vows to keep inflation at two percent.
He says financial conditions
to his view, are currently not restrictive and interest rates are the primary tool of the Fed in keeping inflation steady.
And of course, that push yields higher.
Oh, actually, now, yes, yields are higher by nearly 10 basis points for the two-year yield.
This is more sensitive to imminent policy moves.
And you see 10-year yields just, you see some less of a move there, higher by just two basis points.
Tim.
Hi, Ed.
Definitely, we have to talk about Anthropic because it's an AI-fueled risk party this morning.
I mean, a lot of the AI chip names are up.
Anthropic isn't trading, but it is still the big news.
We have a fantastic scoop from our reporters that they told prospective investors that Anthropic saw a 14-fold increase in their revenue compared to the previous quarter.
And this is really...
Showing 41–60 of 235 · page 3 of 12
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