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 · SpaceX Files for Nasdaq IPO · 21 May 2026 podcast

That data, I appreciate there's a lot there, is how the S&P 500 trades in the days and months that follow an Nvidia earnings, even when they beat big. matched

And there's no guarantee that the market is going to sort of respond with euphoria. matched

You know, does that... matched

matter anymore, this kind of story that the index level, given Nvidia's size and scale, that was kind of what we were all bracing for. matched

It's really, really tempting always to look at how a stock trades in the moment and try and find the story. matched

But what I would also say is that, you know, if you think about last Friday, Monday, Tuesday, when the president of the United States returned from China, Nvidia and the sector, the SOX, were close to correction territory. matched

You know, we're down again now post earnings on video. matched

What lesson would you learn from that? matched

Anna Rathbun, founder and CEO of Grenadier Advisory. matched

Thank you very much. matched

Now coming up, we're going to be joined by Seregwa from Conviction to drill down on kind of the impact of NVIDIA on a much broader ecosystem of startups. matched

These are companies of all sizes that use the compute or the library of data and models themselves. matched

Can't wait. matched

This is Bloomberg Tech. matched

Let's get back to NVIDIA earnings. matched

A part of Jensen Wong's latest message to investors, NVIDIA isn't just selling chips to big tech anymore. matched

It's applying the picks and shovels for an AI gold rush, where startups are building everything from AI agents to humanoid robots, robo-taxis, everything in between, but on NVIDIA computes. matched

Joining us, one of the key backers of that ecosystem, Sarah Guo, founder of Conviction, an AI-native venture firm. matched

And I think that's true, right? matched

I think the best place, I think, to start with you is think about all your portfolio companies. matched

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