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(4316)

Bloomberg Surveillance TV: October 14th, 2025

Bloomberg Surveillance TV: October 14th, 2025

- Keith Lerner, CIO and Chief Market Strategist, Truist Advisory Services- Gerard Cassidy, US Bank Equity Strategy Head, RBC Capital Markets- Joe Davis, Global Chief Economist and Global Head of the I...

14 Okt 202525min

Bloomberg Surveillance: Markets, Metals & Macro Moves

Bloomberg Surveillance: Markets, Metals & Macro Moves

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 14th, 2025- Lisa Shalett, Chief Investment Officer at Morgan Stanl...

14 Okt 202526min

Bloomberg Surveillance TV: October 13th, 2025

Bloomberg Surveillance TV: October 13th, 2025

- Seema Shah, Chief Global Strategist at Principal Asset Management- Jean Boivin, Head of the BlackRock Investment Institute- Norman Roule, Former Senior US Intelligence Official & CSIS Transnational ...

13 Okt 202528min

Trump Hails 'Historic Dawn' for Middle East

Trump Hails 'Historic Dawn' for Middle East

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 13th, 2025Featuring:- Galit Altstein, Bloomberg News Reporter in T...

13 Okt 202527min

Single Best Idea with Tom Keene: Lindsey Piegza & Katy Kaminski

Single Best Idea with Tom Keene: Lindsey Piegza & Katy Kaminski

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Lindsey Piegza & Katy Kaminski Watch Tom and Paul LIV...

10 Okt 20253min

Bloomberg Surveillance TV: October 10th, 2025

Bloomberg Surveillance TV: October 10th, 2025

- Paul Christopher, Head: Global Market Strategist at Wells Fargo- Ajay Rajadhyaksha, Global Chairman: Research at Barclays- French Hill, Republican Congressman and Chair: House Financial Services Com...

10 Okt 202529min

Stocks Pause Amid Valuation Concerns

Stocks Pause Amid Valuation Concerns

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney - October 10th, 2025Featuring:1) Thierry Wizman, Director of Global Curren...

10 Okt 202534min

Single Best Idea with Tom Keene: Sebastien Page and James Steel

Single Best Idea with Tom Keene: Sebastien Page and James Steel

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sebastien Page & James Steel. Watch Tom and Paul LIV...

9 Okt 20253min

Populärt inom Business & ekonomi

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