Lisa Mateo
speaker
1,758 appearances
189 recordings
6 series
first heard Jul 2025
last heard 4d ago
Lisa Mateo’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 — 188 in all, peaking in Feb 2026 with 84.
Appearances
How are results impacting the AI disruption fears that engulf this market, particularly in the area of software?
We're discussing that next.
We're also talking hardware, N, NVIDIA.
We've got to talk about that there.
Yeah, look, it's clearly having a drag on the market.
We're not down as much as we were, but still down 4%.
And, like, it is a sentiment change.
We've gone from basically muted on what was a beat, even against bullish buy-side expectations, to a very bearish reaction to what NVIDIA had to say about the durability of this AI spend.
And there is a lot more to unpick, so much more analysis and reaction to come.
It is halftime, and this is Bloomberg Tech.
Welcome back to Bloomberg Tech.
It is a big day in the markets because it's a big day of earnings.
And the number one most valuable company in the world has failed to impress.
What more is Nvidia to do?
So by 3.9%, they saw 73% increase in revenue for the quarter that they posted for a giant that is worth $4.8 trillion.
They say that that's going to accelerate to 78%.
They see margins that are expanding as well, but yet the market isn't convinced.
And still we see the stocks roll over across the board when you're looking at AMD down, Broadcom, Micron.
They force hardware lower.
Let's look at software, though, because earnings have also been coming thick and fast there.
Showing 921–940 of 1,758 · page 47 of 88
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