Phil Mercer

speaker

6,576 appearances 120 recordings 5 series first heard Feb 2025 last heard 2d ago

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 — 118 in all, peaking in Aug 2026 with 38.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Nvidia Nears $14B Hugging Face Deal · 2 Sep 2026 podcast

Rachel real quick, is this imminent? voice-verified

Do we know if this will happen, when it will happen? voice-verified

Okay, Bloomberg's Ian King and Retro Mets with the story. voice-verified

One of the most read stories this Wednesday morning. voice-verified

Thank you very much. voice-verified

Let's get to the earnings story. voice-verified

Shares of Dell higher off-session highs for the company boosting its annual sales outlook by a massive $25 billion, with AI server revenue now expected to triple to $74 billion this fiscal year. voice-verified

Dell also reported a $95 billion AI server. voice-verified

A backlog and earnings in the quarter well ahead of Wall Street's expectations. voice-verified

Joining us now is Porsche Capital Management President and Owner Michelle Connell. voice-verified

Um Dell continues with momentum. voice-verified

This is the fifth straight quarter where they basically raise their outlook. voice-verified

What do you see as the story behind that? voice-verified

I'm looking at Dell shares on a sort of longer time horizon. voice-verified

So even year to date, actually, two hundred and fifty two percent gain. voice-verified

But it took some time for them to get credit, or at least for like the market to understand you need to have a Dell to put the server design together. voice-verified

Um, do you expect this to be a name that continues to have momentum on the equity side? voice-verified

Uh I want to zoom out here for some perspective and look at today's big number, which is thirty-two trillion dollars. voice-verified

Yes, trillion. voice-verified

And that's how much data center spending is expected to reach by the year 2050, according to a report by PWC. voice-verified

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