Phil Mercer
speaker
6,555 appearances
112 recordings
5 series
first heard Feb 2025
last heard 11 Sep
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 — 110 in all, peaking in Aug 2026 with 38.
Appearances
You have covered consumer technology for some time with respect.
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Uh where does this duo moment kind of stack up against releases of past generations and moments in the evolution of of consumer tech?
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What was the the vibe of everyone that was in the Steve Jobs Theater and also experiencing it for the first time alongside you?
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of top reporting, I really recommend you read Chris's review.
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Welcome back to Bloomberg Tech.
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Another check of Oracle, which has behaved strangely in this Friday session.
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It opened up and hit a session high more than 8%.
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It's now higher by half a percentage point, but it had fallen on a couple of occasions into negative territory, raising the full-year outlook for sales and for adjusted EPS.
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Backlog's growing, but they're moving more quickly to bring data center capacity online.
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That's been a big feature of the show so far.
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Now.
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It's been a jiggery week on Wall Street, especially this Friday with the release of the latest CPI report from the Bureau of Labour Statistics.
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Sonek's chief market strategy Catherine Rune Vera joins us now to break everything down and and frankly now we are thinking about inflation.
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We are thinking about what happens at a September Fed meeting and how technology uh as part of the equity market gets impacted.
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What are your expectations for that Fed meeting?
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We're seeing a little bit of outperformance in the moment in technology, but on the week, you know, the the Nasdaq one hundred as an example has been under pressure.
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And we've gone back to the basics of higher rates discount the present value of future cash flows.
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Old school.
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Um is that is that the the biggest consideration for tech right now?
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I I don't want to to get to this point in a sort of superficial manner, but you know, every time there is a a Fed meeting or or a prominent Fed speaker, the idea of of whether AI shows up on the economy or not is discussed, be that through productivity data or even like the impact to inflation from from the spending itself.
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Showing 101–120 of 6,555 · page 6 of 328
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