Tom McKenzie

speaker
198 appearances 10 recordings 3 series first heard Oct 2025 last heard 3 Sep

Tom McKenzie’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
4 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 10 in all, peaking in Jun 2026 with 4.

Appearances

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Both SK Hynix and Micron saw their market caps break the trillion dollar mark in the past 24 hours.
Bloomberg's markets reporter Anthony Stevens says the surge in Asia tech companies is boosting the market.
Anthony Stevens there.
The KOSPI is up 100% year to date, despite the pessimism around the energy shock that's been driven by firms like Samsung and SK Hynix, which has seen a gigantic 1,000% gain in just the past 12 months.
Bullish investors are hoping an earnings will match that breakneck pace, though some fear any AI slowdown could set back the rally.
That's news when you want it with Bloomberg News Now.
I'm Tom McKenzie.
A lot of that is down to the spend.
It's not just Warner Brothers, but it's also on these investments they see.
They are seeing attractive investment opportunities in film, in some of that intellectual property.
They're building out their gaming franchise.
They're building out their live events.
cost.
And of course, there is the Warner Brothers deal as well.
This is a huge coup for NVIDIA, which essentially has been closed out of the Chinese market since 2022.
They have said, Jensen Huang has said this week at CES, that they are actually in production, those H200s, which are specifically designed for the Chinese market and that they had seen strong demand.
from potential Chinese clients and that they're waiting for that license approval from the Trump administration, which says these are chips that can be sold in to the Chinese market.
Yeah, absolutely.
Michael Burry putting on famously short positions, so shorting the stocks of Nvidia and Palantir before he wrapped up his fund.
His concern does focus on the depreciation of some of these assets.
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