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

Like they have top line growth that that seems strong, profit. voice-verified

Wha w why is it that they're not sort of like the high flying name in the world of AI? voice-verified

Exactly. voice-verified

Uh Bloombo's ready forward on Snowflake. voice-verified

Thank you very much. voice-verified

Next up, HPE set to report earnings after experiencing its best year in the stock market driven by AI fever. voice-verified

The stock up roughly about a hundred and twelve percent in twenty twenty six. voice-verified

Bloomberg intelligence analyst Wu Jin Ho joins us. voice-verified

Uh what is the BI preview on HPE and what do you think is on deck for earnings? voice-verified

So so that's the read through that I'm looking for. voice-verified

Dell basically is seeing momentum in AI servers. voice-verified

Is it therefore just expected HPEC is the same and just the basics of like the role of those two companies? voice-verified

Rujim, big picture, what what's your takeaway been from this earnings season in the parts of the the the the infrastructure that you cover? voice-verified

Like what is the big story that's happening in that market? voice-verified

Bloomberg Intelligence is Wu Jin Ho, HPE on deck after the market closed today. voice-verified

Last but certainly not least, Broadcom also reporting earnings after the closing fell. voice-verified

Investors hoping for a reprise after a difficult summer in the stock market, where shares went on a $520 billion tail spin since they hit a high, which was back in early June. voice-verified

Bloomberg Intelligence analyst Kunjen Savani is here for more. voice-verified

Actually, the way I look at it. voice-verified

Is how high is the bar or low is the bar for Broadcom after the shock that NVIDIA gave us on that outlook for growth last week? voice-verified

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