Phil Mercer

speaker

6,576 appearances 120 recordings 5 series first heard Feb 2025 last heard 4d 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’s Big Test as AI Chip Race Heats Up · 25 Aug 2026 podcast

Sara Arahi, Franklin Templeton, portfolio manager, but also partner with Franklin Venture, both public and private market perspective, joins us now. voice-verified

Whatever NVIDIA does numbers-wise, beat, raise, voice-verified

What is it that they need to say or do to change sentiment right now? voice-verified

And there's a new voice-verified

Some of them watch this program. voice-verified

Yeah. voice-verified

They respond to that. voice-verified

Sorry to interrupt. voice-verified

today. voice-verified

There's two different parts there. voice-verified

You know, what NVIDIA and GES1 would argue is that the actions they're taking in terms of investments or financing grease the wheels. voice-verified

Exactly. voice-verified

They make deals happen that would otherwise not happen. voice-verified

The part two of what you've just set out is creating, out of NVIDIA, some kind of vehicle. voice-verified

So I was going to say, put another way, it's what do they do with the cash? voice-verified

They ended fiscal 26 with almost $100 billion of free cash flow. voice-verified

I think the quarterly estimate's near to $50 billion, right, for this and the coming quarter. voice-verified

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