Stocks Look Forward Past Nvidia

Stocks Look Forward Past Nvidia

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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(3991)

7am-8am ET: Shilling, Cassidy & Todd

7am-8am ET: Shilling, Cassidy & Todd

Gary Shilling & Co's Gary Shilling says slow growth is pushing countries to devalue their currencies against the dollar to boost demand for exports. RBC's Gerard Cassidy discusses banks' exposure to the commodity collapse. NBC's Chuck Todd weighs in on the importance of the Nevada caucus. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Feb 201642min

Kelly: inflation is a 'sleeping dragon'

Kelly: inflation is a 'sleeping dragon'

JPMorgan Funds' David Kelly says inflation is making a comeback. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

23 Feb 201611min

Bill Gates: blindsided by report he backs FBI on Apple

Bill Gates: blindsided by report he backs FBI on Apple

Bill Gates vigorously denies a report that he supports the FBI in the standoff with Apple. He speaks with Stephanie Ruhle and John Micklethwait. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Feb 20168min

Bill Gates: miracle like PC needed to spread energy to world

Bill Gates: miracle like PC needed to spread energy to world

Bill and Melinda Gates discuss their annual letter with Stephanie Ruhle and John Micklethwait. The Gates say that R&D money is needed to spread energy systems. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Feb 201612min

8am-9am ET: Bill Gates, Melinda Gates & David Kelly

8am-9am ET: Bill Gates, Melinda Gates & David Kelly

Bill and Melinda Gates discuss their annual letter with Bloomberg's Stephanie Ruhle and John Micklethwait. The Gates make the case that rapid technology change is a force for good, despite the disruption that it causes. JPMorgan Funds' David Kelly speaks to Tom Keene and Michael McKee about why inflation is 'the sleeping dragon.'See omnystudio.com/listener for privacy information.

23 Feb 201642min

9am-10am ET: Caron, Levitt, Abramowicz & Mather

9am-10am ET: Caron, Levitt, Abramowicz & Mather

Morgan Stanley's Jim Caron says negative interest rates have limitations. Bloomberg's Arthur Levitt says banks have more political pressure now than ever before. Bloomberg's Lisa Abramowicz discusses liquidity in the bond market. Pimco's Scott Mather says there isn't a systemic issue with the way volatility is impacting bond markets. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201642min

Mather: Greater degree of uncertainty creating choppy markets

Mather: Greater degree of uncertainty creating choppy markets

Pimco's Scott Mather says negative interest rate policies, along with reduced liquidity, are creating choppy markets. Mather also says there isn't a systemic issue with the way volatility is impacting markets. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201611min

Abramowicz: central bank policies are creating asset bubbles

Abramowicz: central bank policies are creating asset bubbles

Bloomberg's Lisa Abramowicz discusses central bank policies -- like negative interest rates -- and if it's fueling asset bubbles. She joins Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201611min

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