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
So they done or they keep going?
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On on the on that and we're talking hyperscale, the biggest technology companies that are trying to fund AI.
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trying to bring it back to stocks, technology stocks in particular.
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I mean there was a time not that long ago where these
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big technology companies were not borrowers.
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They that wasn't really the story.
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w how is that interplay between the two?
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The debt story for for the hyperscalers US tech and and the equity picture right now?
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So interesting.
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I guess the case study is NVIDIA, right?
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They said that for fiscal uh 28 they will have top line growth of 70%.
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But were it not for supply constraints, it would have been higher, 100% or so.
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That was in the same five-day period as Jackson Hole.
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And so everyone's saying the macro level event that is NVIDIA earnings.
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But did you learn something from that?
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Then taking the step of giving guidance, which they don't do.
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But also trying to explain it in those terms.
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It was a forecast based on their ability to supply, not demand in that case.
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Stephanie, later in the programme we're going to look at how uh the electorate around the world voters feel about data centers.
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And for some people, they've started to factor in opposition to data center projects in the context of US midterms to their growth outlooks.
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Showing 1001–1020 of 6,576 · page 51 of 329
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