Sarah Hunt
speaker
19 appearances
8 recordings
1 series
first heard Feb 2026
last heard 17 Jul
Sarah Hunt’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 — 8 in all, peaking in Jul 2026 with 4.
Appearances
The question is those valuations and that richness, and a lot of that is predicated on things that we can't quite linearly extrapolate at this moment, but there's an awful lot of excitement about it.
So there is a push-pull to that, and I think that you saw that with SpaceX.
Bloomberg News Now · Chip Stocks Poised for Bear Market, Smoke Chokes US Cities, More · 17 Jul 2026
podcast
They're not putting all that supply out on the market at once.
So the question is, is the scarcity factor enough for investors to keep chasing that?
And the answer is we are waiting to see how that plays out in the next few months and the next year.
Bloomberg News Now · Wild Swings for Chips, Wildfire Smoke Engulfs US Cities, More · 17 Jul 2026
podcast
The question is those valuations and that richness, and a lot of that is predicated on things that we can't quite linearly extrapolate at this moment, but there's an awful lot of excitement about it.
So there is a push-pull to that, and I think that you saw that with SpaceX.
They're not putting all that supply out on the market at once.
So the question is, is the scarcity factor enough for investors to keep chasing that?
And the answer is we are waiting to see how that plays out in the next few months and the next year.
The market was coming into all of this on fairly high levels and had a lot of expectations.
And even if you're meeting some of those, it's not good enough in an environment where people are starting to get scared again about what is going to get disrupted by AI.
The market was coming into all of this on fairly high levels and had a lot of expectations.
And even if you're meeting some of those, it's not good enough in an environment where people are starting to get scared again about what is going to get disrupted by AI.
The market was coming into all of this on fairly high levels and had a lot of expectations.
And even if you're meeting some of those, it's not good enough in an environment where people are starting to get scared again about what is going to get disrupted by AI.
Right now, we still think that earnings are the most important thing.
And the fact that Google is reporting tonight is that that's going to be an important bellwether because you've seen some mixed results from companies and even companies with good numbers.
If you're not giving fantastic guidance going forward or people looking for very strong numbers going forward, there's a lot of easy disappointments that seem to be happening here.
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