Phil Mercer

speaker

525 appearances 2 recordings 1 series first heard May 2026 last heard 21 May

Phil Mercer’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 — 2 in all, peaking in May 2026 with 2.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Nvidia Earnings In Focus; SpaceX Eyes Historic IPO · 20 May 2026 podcast

We expect 80% top line growth, 85% growth in earnings per share, but there are questions about China and how much momentum this AI story has. matched

Let's get the stock story for the world's most valuable company with Bloomberg Tech Equities Reporter. matched

Carmen Reinicke, Friday, Monday, Tuesday. matched

We were almost in correction territory, with NVIDIA at the heart of what was happening in chip stocks. matched

You write today that NVIDIA's earnings will either make or will break the rally in chips. matched

Why? matched

Come and the MLive and MacroView team go back and say what typically happens post earnings for NVIDIA, even if it is a blowout, and this is the answer. matched

It's a pretty mixed picture, right? matched

There is no guarantee that even if NVIDIA has a barnstorming print, that in the days that follow, even the month that follows, the market will go with it. matched

Hey Carmen, how often before the show and before a big moment do I I B you and I say, Carmen, check me on this. matched

Let's do it again. matched

Nvidia's twenty-four times forward earnings, twelve month forward earnings. matched

That seems below its historical average. matched

I'm I'm basically saying, tell me about the valuation of this company going into this print. matched

So smart and given the impact at the index level, that's why I wanted to start on the stock story. matched

Bloomberg's Carmen Reinicke, thank you very much. matched

That's the broader picture. matched

Let's dive into NVIDIA's specific concerns. matched

We go to Bloomberg's Maggie Eastland and this is about a story of AI momentum, the infrastructure build-out. matched

The basics, what does the world think Nvidia's gonna say after the market closed today? matched

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