Peter Elstrom

speaker

634 appearances 21 recordings 1 series first heard Nov 2025 last heard 10 Sep

Peter Elstrom’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 — 21 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · AI Chip Selloff Spreads Across Global Markets · 7 Jul 2026 podcast

As you mentioned, revenue more than doubled. voice-verified

Operating profit was up 19-fold. voice-verified

From a year ago is a pretty incredible number. voice-verified

They made about $58 billion. voice-verified

It could be one of the most profitable companies, it will be one of the most profitable companies in the world for this quarter. voice-verified

They could you know contest to perhaps be the most profitable company out there. voice-verified

They're making a lot of money, but as you say, it wasn't enough for investors. voice-verified

Even though it beat uh the analyst estimates by about 6%, they were still expecting a little bit more. voice-verified

Maybe they wanted some. voice-verified

more guidance going into the future here, but it is a signal that expectations are very high for AI right now. voice-verified

Samsung is playing a key role in this, as is SK Heineck. voice-verified

So we're gonna get more of these numbers, a lot of volatility. voice-verified

Yeah, you're you're making voice-verified

A very good point. voice-verified

Both Samsung and SK Heinex have been on a rocket ride this year. voice-verified

Uh Samsung up uh 150%, SK Heinex up more than that. voice-verified

A lot of this has to do with um bullishness on the market, a lot of it has to do with the rising profits, but you also have these leveraged ETFs that people are trading where they're trying to get two X or three X exposure to these companies, it's adding to that volatility at that point. voice-verified

So you have a lot of people who voice-verified

truly believe in the AI trade. voice-verified

They truly believe this is gonna be a seismic build out that'll be very, very important. voice-verified

Showing 381–400 of 634 · page 20 of 32