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.

Avsnitt(4312)

Bloomberg Surveillance TV: December 5th, 2025

Bloomberg Surveillance TV: December 5th, 2025

Featuring: Doug Burgam, US Secretary of the Interior Kate Moore, Chief Investment Officer, Citi Wealth Constance Hunter, Chief Economist, Economist Intelligence See omnystudio.com/listener for priva...

5 Dec 202523min

Netflix to Buy Warner Bros. Discovery

Netflix to Buy Warner Bros. Discovery

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, December 5th, 2025Featuring:1) Geetha Ranganathan, US Media Analys...

5 Dec 202534min

Single Best Idea with Tom Keene: Lisa Shalett & Erin McLaughlin

Single Best Idea with Tom Keene: Lisa Shalett & Erin McLaughlin

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with Morgan Stanley's Lisa Shalett & Erin McLaughlin of...

4 Dec 20253min

US Jobless Claims Fall to Three-Year Low

US Jobless Claims Fall to Three-Year Low

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, December 4th, 2025Featuring:1) Mona Mahajan, Head of Investment ...

4 Dec 202525min

Bloomberg Surveillance TV: December 4th, 2025

Bloomberg Surveillance TV: December 4th, 2025

Featuring: Binky Chadha, Chief Global Strategist, Deutsche Bank Sonal Desai, Fixed Income CIO, Franklin Templeton Angelo Zino, Head:Technology, CFRA See omnystudio.com/listener for privacy informati...

4 Dec 202521min

Single Best Idea with Tom Keene: Nancy Lazar & Michael Green

Single Best Idea with Tom Keene: Nancy Lazar & Michael Green

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with Piper Sandler's Nancy Lazar & Michael Green of Sim...

3 Dec 20254min

Bloomberg Surveillance TV: December 3rd, 2025

Bloomberg Surveillance TV: December 3rd, 2025

Featuring: Maya MacGuineas, Committee For A Responsible Federal Budget President Dana D'Auria, Envestnet Solutions Co-Chief Investment Officer Thomas Hoenig, Former Kansas City Fed President See om...

3 Dec 202521min

S&P 500 Climbs as Earnings Kick Into High Gear

S&P 500 Climbs as Earnings Kick Into High Gear

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, December 3rd, 2025Featuring:1) Nancy Lazar, Chief Global Econom...

3 Dec 202542min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-borsens-finest
avanzapodden
svd-tech-brief
fill-or-kill
rss-kort-lang-analyspodden-fran-di
montrosepodden
borsmorgon
dynastin
rss-inga-dumma-fragor-om-pengar
24fragor
lastbilspodden
kapitalet-en-podd-om-ekonomi
bathina-en-podcast
tabberaset
rss-dagen-med-di