Stephanie Aliaga

speaker

71 appearances 2 recordings 1 series first heard Jun 2026 last heard 21 Jul

Stephanie Aliaga’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 — 2 in all, peaking in Jul 2026 with 1.

Appearances

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Bloomberg Tech · Nvidia's AI Push, Paramount's Merger Pause & China's AI Race · 21 Jul 2026 podcast

So we feel comfortable that these companies will be able to monetize AI and after this period of digestion in the markets, maybe investors will feel more ready to reward them for it.

Bloomberg Tech · Anthropic Disables AI Access for Foreign Nationals · 15 Jun 2026 podcast

It's a great question, and that's exactly the point. voice-verified

This issue of all of this issuance hitting the market doesn't happen all at once. voice-verified

Relative to the size of how much supply of SpaceX there will be in the market right now, we're just looking at a small fraction of it, right? voice-verified

Four and a half percent was that first day's volume, and that's going to ramp up over time. voice-verified

We think that six-month mark is really going to be voice-verified

The point where you might see more volatility just given a greater supply in the markets. voice-verified

And then that increasing over time gradually over the course of the year, particularly given the S&P taking a more temperate pace there. voice-verified

But given that longer term horizon, I mean, that's key here. voice-verified

You know, this is a market where we are looking at a large market. voice-verified

bump in terms of IPO issuance this year. voice-verified

This year projected around $260 billion. voice-verified

But for a market the size of $65 trillion, that is less than 1% of the overall market cap of the market, a market that is also 55% greater than it was in 2021. voice-verified

We think so long as the market continues to chug along here with robust fundamentals, we just had a really solid earnings season, this AI capex boom continues to funnel earnings growth and revenue growth across the market and households remain pretty strong, buyers, retail activity is strong. voice-verified

We think that this is a market that can digest this increase in issuance and it's issuance that we have really been strapped for for a number of years. voice-verified

I think the economics around the AI boom continue to mount. voice-verified

Now, obviously, these companies are all in different pieces of this value chain and are raising capital for a variety of different reasons, but it is something that investors are going to have to get used to, I think. voice-verified

As great as the balance sheets of some of these companies are, this AI wave is just getting to be that much more expensive. voice-verified

And all of the revenues around AI will eventually come, but this is going to be a multi-year phenomenon. voice-verified

And right now we are ramping up to spend significantly more around AI infrastructure and all of these different pieces of the value chain. voice-verified

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