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(4316)

Bloomberg Surveillance TV: November 14th, 2025

Bloomberg Surveillance TV: November 14th, 2025

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments Bill Beach, Former Bureau of Labor Statistics Commissioner Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP D...

14 Nov 202527min

Traders Pare Bets on December Fed Cut

Traders Pare Bets on December Fed Cut

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Norah MulindaFriday, November 14th, 2025Featuring:1) Seema Shah, Chief Global Strate...

14 Nov 202526min

Single Best Idea with Tom Keene: Tiffany Wilding & Keith Lerner

Single Best Idea with Tom Keene: Tiffany Wilding & Keith Lerner

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with PIMCO's Tiffany Wilding & Keith Lerner of Truist.W...

13 Nov 20254min

Bloomberg Surveillance TV: November 13th, 2025

Bloomberg Surveillance TV: November 13th, 2025

Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research Lisa Hornby, Head of US Fixed Inco...

13 Nov 202532min

Markets Face Clouded Rate Outlook as Record US Shutdown Ends

Markets Face Clouded Rate Outlook as Record US Shutdown Ends

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, November 13th, 2025Featuring:1) Tiffany Wilding, Managing Directo...

13 Nov 202532min

Single Best Idea with Tom Keene: Russ Brownback & Jay Hatfield

Single Best Idea with Tom Keene: Russ Brownback & Jay Hatfield

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with BlackRock's Russ Brownback & Jay Hatfield of Infra...

12 Nov 20254min

Bloomberg Surveillance TV: November 12th, 2025

Bloomberg Surveillance TV: November 12th, 2025

Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock Sarah House, Senior Economist at Wells Fargo Jon Lieber, Managing Director: US at The Eurasia Group Matt Miskin, Co-Chief Inve...

12 Nov 202537min

Tech Rebound Lifts Stocks Ahead of Shutdown Vote; 10 Years of Odd Lots

Tech Rebound Lifts Stocks Ahead of Shutdown Vote; 10 Years of Odd Lots

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, November 12th, 2025Featuring:1) Russ Brownback, Deputy CIO of Gl...

12 Nov 202536min

Populært innen Business og økonomi

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