What podcasts say about Denise Chisholm

Every statement, with the speaker, the exact quote and the moment it was said.

What Denise Chisholm has said on podcasts

7 statements · 6 positive · 1 neutral

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
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
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
on Technology sectorPositiveOct 12, 2026· Bloomberg Tech
Technology appears positioned as a market leader based on valuation and earnings consistency.
“technology looks more like leadership when you look at the valuation data and the consistency of earnings through time.”
Listen at 10:24
Open the episode · AI Chip Race Heats Up From Microsoft to Musk
on Capital expenditurePositiveOct 12, 2026· Bloomberg Tech
Most technology-capex slowdowns historically do not end in contraction.
“the vast majority of slowdowns in tech CapEx, because it's been a secular trend, don't end in a contraction.”
Listen at 10:54
Open the episode · AI Chip Race Heats Up From Microsoft to Musk
on Capital expenditurePositiveOct 12, 2026· Bloomberg Tech
Technology-capex slowdowns usually precede faster GDP growth elsewhere.
“when you see the slowdown, usually technology, usually CapEx and GDP growth for the rest of the sectors actually accelerate”
Listen at 12:34
Open the episode · AI Chip Race Heats Up From Microsoft to Musk
on Microsoft custom AI chipsPositiveOct 12, 2026· Bloomberg Tech
Microsoft can save substantial money by moving some inference to its chips.
“even if they can get a portion of their inference on their own chips, it's going to save them a lot of money”
Listen at 50:22
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.