Matthew Bloxham

speaker

111 appearances 33 recordings 1 series first heard Jan 2026 last heard 14 Aug

Matthew Bloxham’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 33 in all, peaking in Aug 2026 with 7.

Appearances

newest first · ▶ plays the moment

Bloomberg News Now · Stocks Open Week Lower, Trump: US Will Take Over Hormuz, More · 13 Jul 2026 podcast

I think generally U.S.

investors are very optimistic about the runway that AI has ahead of it, and that companies like SK Hynix and TSMC are going to be really critical as that industry continues to expand.

Bloomberg News Now · Trump Says US Is Taking Over Hormuz, Chip Selloff Hits Stocks, More · 13 Jul 2026 podcast

I think direct investors in Korea and SK Hynix perhaps have painful memories of the historical cyclicality we've seen in this industry and aren't yet prepared to buy into a permanent shift in that dynamic.

My fellow Americans, this is Liberation Day.

Bloomberg News Now · Stocks Up, Trump Threatens New Attacks, World Bank Cuts Outlook · 11 Jun 2026 podcast

I think it's this balance between incremental spend and incremental revenue.

And if you see what they reported for the quarter on sales growth, it was pretty much in line with expectations, similar with the forward guide.

The forward guide for Q1 was 27 to 29 percent organic growth.

The market's at 27, so in that range.

Bloomberg News Now · Hezbollah Rejects Truce, Supreme Court Bolsters SEC Tool, More · 4 Jun 2026 podcast

Yeah, they're talking about $16 billion of AI revenue in the next quarter.

The market's at just over $17 billion.

It's still entirely possible that they could hit that $17 billion.

So, I think we're in a phase where there's a lot of volatility around the AI trade.

Some prints get accepted well, some not so well.

But overall, the momentum is pretty positive right now.

Bloomberg News Now · Hezbollah Chief Rejects Outcome of Talks, Jobless Claims Rise, More · 4 Jun 2026 podcast

In isolation, 200% year-on-year growth after a quarter print, which was 143% growth.

So it's an accelerating rate of growth.

Yeah, I think in isolation is actually...

a good demonstration that they are executing pretty well on their transition to a much more AI-focused business.

Bloomberg News Now · Trump Weighs in on Proposed Deal, Futures Higher, More · 1 Jun 2026 podcast

We've had that Intel.

is getting very much into the GPU market and NVIDIA is going back the other way.

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