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(4321)

Markets React to New Tariff Deadline

Markets React to New Tariff Deadline

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 9th, 2025Featuring:1) Nancy Lazar, Chief Global Strategist at Piper Sa...

9 Jul 202533min

Single Best Idea with Tom Keene: Ed Yardeni & Brad Case

Single Best Idea with Tom Keene: Ed Yardeni & Brad Case

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ed Yardeni & Brad Case. Watch Tom and Paul LIVE every...

8 Jul 20253min

Bloomberg Surveillance TV: July 8th, 2025

Bloomberg Surveillance TV: July 8th, 2025

- Amanda Lynam, Head: Macro Credit Research at BlackRock- Rob Casey, Partner and Senior Analyst at Signum Global Advisors- Sarah Bianchi, Senior Managing Director at Evercore ISI- Cathie Wood, CEO at ...

8 Jul 202525min

Tariff Delay Leads to Market Reprieve

Tariff Delay Leads to Market Reprieve

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 8th, 2025Featuring:1) Ed Yardeni, President at Yardeni Research, joins...

8 Jul 202542min

Single Best Idea with Tom Keene: Kathy Bostjancic & Lori Calvasina

Single Best Idea with Tom Keene: Kathy Bostjancic & Lori Calvasina

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Kathy Bostjancic & Lori Calvasina. Watch Tom and Paul...

7 Jul 20255min

Bloomberg Surveillance TV: July 7th, 2025

Bloomberg Surveillance TV: July 7th, 2025

- Katy Kaminski, Chief Research Strategist at Alphasimplex- Kate Kalutkiewiz, Senior Managing Director: Trade Practice at Mclarty Associates- Dan Ives, Global Head: Technology at Wedbush Securities- B...

7 Jul 202524min

Market Focus Shifts from Taxes to Tariffs

Market Focus Shifts from Taxes to Tariffs

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 7th, 2025Featuring:1) Lori Calvasina, Head of US Equity Strategy at RB...

7 Jul 202530min

Single Best Idea with Tom Keene: Sarah Wolfe & Rebecca Patterson

Single Best Idea with Tom Keene: Sarah Wolfe & Rebecca Patterson

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sarah Wolfe & Rebecca Patterson. Watch Tom and Paul L...

3 Jul 20254min

Populært innen Business og økonomi

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