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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.

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It is coming on strong.

They do sell uh capacity to corporate customers and government customers there in particular.

The Chinese consumer is struggling a bit at this point.

So that foundational e-commerce business has been a challenge for Alibaba.

That's been the case for a while.

They used to have, of course, more control over Antha Financial Services Arm.

They still have a

And really Eddie Wood, the CEO, he's talking on the conference call uh afterwards, talking about how AI is really their North Star.

They've talked about um uh AGI is really their goal the goal for the company now.

That's what he wants to make a priority for them.

So they're investing very, very heavily.

They're very convict uh convicted.

Uh, it's a very good thing.

in their commitment to AI.

But it was one of those conference calls as we were listening in where the stock ticks down uh a little bit uh as as the minutes go by.

It's not exactly what we want to see at this point.

They're certainly going to continue it to invest in that field, but the payoff from AI from them right now doesn't look that great.

My fellow Americans, this is

Bloomberg Tech · Google’s Chip Push, SK Hynix’s $29 Billion Buyback · 19 Aug 2026 podcast

Yeah, that's right. voice-verified

Uh as you mentioned, uh SK Heinex is talking about buying back twenty-nine billion dollars uh in stock, forty trillion won. voice-verified

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