Denise Chisholm

What Denise Chisholm has said on podcasts

7 statements

1. on Technology sector valuationNeutralOct 12, 2026· Bloomberg Tech

   Technology stocks trade at only a 10% premium to the S&P 500.

   “the bigger the multiple contraction, and now they're only trading at a 10% premium to the S&P 500”

   Listen at 8:06

   Open the episode · AI Chip Race Heats Up From Microsoft to Musk
2. on Technology stocksPositiveOct 12, 2026· Bloomberg Tech

   Larger technology multiple corrections historically increase outperformance likelihood.

   “the bigger the multiple correction, the more likely the stocks are to outperform.”

   Listen at 8:19

   Open the episode · AI Chip Race Heats Up From Microsoft to Musk
3. on Technology earningsPositiveOct 12, 2026· Bloomberg Tech

   Technology earnings continued growing after corrections 77% of the time historically.

   “77% of the time, earnings do continue to grow after the multiple correction we've seen.”

   Listen at 8:49

   Open the episode · AI Chip Race Heats Up From Microsoft to Musk

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

• Oct 12, 2026Hyperscalers race to cut AI costs as chip ambitions widenBloomberg TechOct 12, 2026Guest
• Oct 9, 2026Jurrien Timmer challenges market targets as fiscal risk risesThe Compound and FriendsOct 9, 2026