Stocks Look Forward Past Nvidia
Bloomberg Surveillance28 Aug 2025

Stocks Look Forward Past Nvidia

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 28th, 2025
Featuring:
1) Dan Ives, Global Head: Technology at Wedbush Securities, breaks down Nvidia earnings and offers his outlook for AI. Analysts are staying bullish on Nvidia, boosting price targets after its results, citing the chip giant's longer-term prospects. At least 10 firms hiked their 12-month price targets, raising the average by 3% to $202.60, according to data compiled by Bloomberg. Wall Street remains overwhelmingly bullish on the stock, with 72 buy-equivalent ratings, and only seven analysts have a hold rating and the stock has a sole sell rating.
2) Anastasia Amoroso, Chief Investment Strategist, Private Wealth at Partners Group, joins for an extended discussion on private markets. Stocks shook off an initial drag from Nvidia’s sales outlook missing lofty expectations, indicating that momentum behind the record-breaking rally remains intact.
3) John Mowrey, CIO at NFJ, joins for a discussion finding value in markets beyond Nvidia and the big tech names, and discusses concerns about inflation and the US labor market. Investors will turn their focus to next month’s Federal Reserve interest rate decision and data releases, including initial jobless claims data and revised second-quarter gross domestic product figures due later Thursday.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on AI-skilled 20-something's making hundreds of thousands a year and an NYT story on chicken nuggets possibly being wiped from cafeteria menus in NYC public schools.

See omnystudio.com/listener for privacy information.

Episoder(4312)

Bullish Calls for 2026 Emerge

Bullish Calls for 2026 Emerge

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, December 15th, 2025Featuring:1) Cameron Dawson, Chief Investment Of...

15 Des 202533min

Bloomberg Surveillance TV: December 12th, 2025

Bloomberg Surveillance TV: December 12th, 2025

Peter Tchir, Head of Macro Strategy at Academy Securities Yelena Shulyatyeva, Senior US Economist at The Conference Board Jason Bazinet, Global Head of Media and Entertainment at Citi Liz Ann Sonde...

12 Des 202527min

Global Stocks Eye Records

Global Stocks Eye Records

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Friday, December 12th, 2025Featuring:1) Ross Mayfield, Investme...

12 Des 202529min

Single Best Idea with Tom Keene: Robert Kaplan & Anna Wong

Single Best Idea with Tom Keene: Robert Kaplan & Anna Wong

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Goldman Sachs’ Robert Kaplan & Anna Wong of Bloo...

11 Des 20253min

Bloomberg Surveillance TV: December 11th, 2025

Bloomberg Surveillance TV: December 11th, 2025

Featuring: Howard Marks, Co-Founder & Co-Chairman, Oaktree Libby Cantrill, Managing Director - Head of Public Policy, PIMCO Michelle Meyer, Mastercard Chief Economist See omnystudio.com/listener for...

11 Des 202524min

Dip-Buyers Emerge Following Oracle Woes & Fed Rate Cut

Dip-Buyers Emerge Following Oracle Woes & Fed Rate Cut

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, December 11th, 2025Featuring:1) Robert Kaplan, Vice Chairman at ...

11 Des 202528min

Instant Reaction: Jay Powell on the Fed Decision

Instant Reaction: Jay Powell on the Fed Decision

Bloomberg's Tom Keene and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Rese...

10 Des 202523min

Instant Reaction: The Fed Decides

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

10 Des 202530min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
lederpodden
okonomiamatorene
finansredaksjonen
rss-markedspuls-2
stormkast-med-valebrokk-stordalen
rss-andelige-tanker-med-camillo
rss-finanslunsj