Phil Mercer
speaker
6,576 appearances
120 recordings
5 series
first heard Feb 2025
last heard 3d ago
Phil Mercer’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 118 in all, peaking in Aug 2026 with 38.
Appearances
The catalyst, a deal, first reported by Bloomberg 24 hours ago.
voice-verified
Nvidia will invest $3.5 billion.
voice-verified
into the Taiwanese chipmaker.
voice-verified
Today's rally added roughly twenty billion dollars to Media Tech's market cap.
voice-verified
Remember, we spoke with Media Tech CEO Rick Zye yesterday, who said that this partnership with NVIDIA gives him reasons for optimism.
voice-verified
Okay, the big story in markets is global bond yields climbing to their highest level since 2008.
voice-verified
Tech has got a part in this story.
voice-verified
Borrowing by the biggest US technology firms to fund AI has crowded out demand for sovereign bonds.
voice-verified
At the same time, just six hyperscalers make up about five percent of the US high grade index, which is double their share just two years ago.
voice-verified
What's going on?
voice-verified
Joining us now is JP Morgan Asset Management, Global Market Strategist, Stephanie Aliaga.
voice-verified
We're trying to zero in on tech's contribution to this global bond story.
voice-verified
Um, what is tech's co contribution right now?
voice-verified
What impact are tech issuances having, do you think, on global yields?
voice-verified
Yeah.
voice-verified
So, uh Stephanie, uh I'm not a bond market expert by any means, but what I see in the in the reporting in the news flow is just issuance, like a flood i uh into the market from tech in particular.
voice-verified
And the underlying assumption is that you'd assume yields would rise.
voice-verified
What what has the the sort of real terms impact on this market been by daily headlines of X hyperscaler issuing X dollar denominated?
voice-verified
Yep.
voice-verified
Um for the balance of the year, wha what does JP Morgan think is gonna happen with this UN?
voice-verified
Showing 981–1000 of 6,576 · page 50 of 329
← Previous
Next →