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(4303)

Bloomberg Surveillance TV: February 11th, 2026

Bloomberg Surveillance TV: February 11th, 2026

Featuring: Scott Lincicome, Vice President of General Economics and Stiefel Trade Policy Center at the CATO Institute Michael Gapen, Managing Director and Chief US Economist for Morgan Stanley Doug B...

11 Feb 22min

Better-Than-Expected Job Data Resets Fed Bets

Better-Than-Expected Job Data Resets Fed Bets

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, February 11th, 2...

11 Feb 43min

Single Best Idea with Tom Keene: David Bailin & Ian Bremmer

Single Best Idea with Tom Keene: David Bailin & Ian Bremmer

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with CIO Group’s David Bailin & Ian Bremmer of Eurasi...

10 Feb 3min

Bloomberg Surveillance TV: February 10th, 2026

Bloomberg Surveillance TV: February 10th, 2026

Featuring: Marvin Loh, Senior Strategist: Global Macro at State Street Jonathan Lieber, Managing Director & US Head of Research for Eurasia Group Gregory Daco, Chief Economist for Ernst & Young See o...

10 Feb 21min

Traders Brace for Economic Data Flood

Traders Brace for Economic Data Flood

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, February 10th, 202...

10 Feb 38min

Single Best Idea with Tom Keene: Richard Clarida & Robert Schiffman

Single Best Idea with Tom Keene: Richard Clarida & Robert Schiffman

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with former Fed Vice Chair Richard Clarida & Robert Sch...

9 Feb 3min

Bloomberg Surveillance TV: February 9th, 2026

Bloomberg Surveillance TV: February 9th, 2026

Featuring: Cameron Dawson, Chief Investment Officer, NewEdge Wealth Amy Gower, Morgan Stanley Head of Metals and Mining Commodity Strategy Dana Peterson, Chief Economist, The Conference Board See om...

9 Feb 25min

Treasuries Fall as China Asks Banks to Limit US Bond Holdings

Treasuries Fall as China Asks Banks to Limit US Bond Holdings

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, February 9th, 2026F...

9 Feb 38min

Populært innen Business og økonomi

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