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.

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9am-10am ET: Hegarty, Duignan, Galloway & Morrison

9am-10am ET: Hegarty, Duignan, Galloway & Morrison

BlackRock's Martin Hegarty reacts to accelerating inflation data. JPMorgan's Ann Duignan discusses Deere's lowered forecasts. NYU's Scott Galloway predicts Yahoo will be sold for more than the market is anticipating. And PWC's Reid Morrison provides his outlook for the energy sector. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

19 Feb 201642min

Raines: Cameron struggling to strike deal at EU Summit

Raines: Cameron struggling to strike deal at EU Summit

Chatham House's Thomas Raines says British Prime Minister David Cameron is finding it harder to reach an agreement at the EU Summit than he anticipated. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 20168min

Colas: VIX starts to get interesting at 40

Colas: VIX starts to get interesting at 40

Convergex Chief Market Strategist Nicholas Colas discusses why volatility ranges are changing from one crisis to the next. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201612min

8am-9am ET: Colas, Raines & Friedman

8am-9am ET: Colas, Raines & Friedman

Convergex's Nicholas Colas shares his market strategy. Chatham House's Thomas Raines explains why British Prime Minister David Cameron is stumbling at the 'Brexit' summit. And Fidelity Management's Deena Friedman explains how she became 2015's best stock picker. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

19 Feb 201642min

Marks: A good opportunity in distressed bonds

Marks: A good opportunity in distressed bonds

Oaktree Capital's Howard Marks says that for a long-term investor distressed bonds are a good opportunity. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

18 Feb 201612min

Bloomberg Surveillance: Feb. 18, 2016

Bloomberg Surveillance: Feb. 18, 2016

Oaktree Capital's Howard Marks identifies where he sees investment opportunities. Wells Capital's Magaret Patel focuses on fixed income. BlackRock's Peter Hayes provides perspective on munis. And Bloomberg's Peter Elliot dishes out the latest news on fine dining. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Feb 201642min

Le: correlations are breaking down

Le: correlations are breaking down

Credit Suisse's Khoa Le weighs in on asset correlations breaking down and has a discussion on quant models on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Feb 201611min

Rupkey: eco data is strong, but consumers feel insecure

Rupkey: eco data is strong, but consumers feel insecure

Bank of Tokyo-Mitsubishi's Chris Rupkey explains why there is a disconnect between strong economic data, and weak consumer sentiment. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

18 Feb 201611min

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