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 2nd, 2025

Bloomberg Surveillance TV: December 2nd, 2025

Jim Zelter, President at Apollo Global Management Lindsey Piegza, Chief Economist at Stifel Katy Kaminski, Chief Research Strategist at AlphaSimplex Matt Shay, President of the National Retail Fede...

2 Dec 202537min

Retreat From Risk Assets Fades

Retreat From Risk Assets Fades

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Norah MulindaTuesday, December 2nd, 2025Featuring:1) Wei Li, Global Chief Investment...

2 Dec 202535min

Bloomberg Surveillance TV: December 1st, 2025

Bloomberg Surveillance TV: December 1st, 2025

Alastair Pinder, Global Equity Strategist at HSBC Ian Harnett, Chief Investment Strategist at Absolute Strategy Research Amanda Lynam, Head of Macro Credit Research at BlackRock Sen. Bill Cassidy, ...

1 Dec 202533min

Stocks Drop & Bitcoin Slides in Weak December Start

Stocks Drop & Bitcoin Slides in Weak December Start

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, December 1st, 2025Featuring:1) Seema Shah, Chief Global ...

1 Dec 202529min

Stocks Set for Monthly Loss as CME Outage Disrupts Trading

Stocks Set for Monthly Loss as CME Outage Disrupts Trading

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, November 28th, 2025Featuring:1) Max Kettner, Chief Multi-Asset Stra...

28 Nov 202537min

Single Best Idea with Tom Keene: Andrew Slimmon

Single Best Idea with Tom Keene: Andrew Slimmon

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Andrew Slimmon of Morgan Stanley Investment Manage...

26 Nov 20254min

Bloomberg Surveillance TV: November 26th, 2025

Bloomberg Surveillance TV: November 26th, 2025

Featuring: Amy Wu Silverman, Head of Derivatives Strategy for RBC Wendy Schiller, professor at Brown University Barbara Doran, BD8 Capital Partners CEO/CIO See omnystudio.com/listener for privacy in...

26 Nov 202521min

Artificial Intelligence Valuations and Previewing Black Friday

Artificial Intelligence Valuations and Previewing Black Friday

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday November 26th, 2025Featuring:1) Dan Ives, Global Head of Tech Res...

26 Nov 202532min

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