Stocks Look Forward Past Nvidia

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(3990)

Bloomberg Surveillance: Ross, Abramowicz & White

Bloomberg Surveillance: Ross, Abramowicz & White

Author Alec Ross gives his forecasts for the big industries of the future. Bloomberg Gadfly's Lisa Abramowicz explains why bonds are so liquid they're drowing. And OECD's William White weighs in on the looming wave of economic defaults. That's all on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Feb 201642min

Bloomberg Surveillance: Ricchiuto & Newport

Bloomberg Surveillance: Ricchiuto & Newport

Mizuho's Steve Ricchiuto focuses on the Fed, whilst Gallup's Frank Newport provides perspective on politics. That's all on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Feb 201642min

Bloomberg Surveillance: Sinche and Chandler on Currencies

Bloomberg Surveillance: Sinche and Chandler on Currencies

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Robert Sinche Global Strategist Amherst Pierpont Securities LLC on global market weakness and potential causes Marc Chandler Senior VP:New York/Head:Currency Brown Brothers Harriman & Co on FXSee omnystudio.com/listener for privacy information.

10 Feb 201642min

Bloomberg Surveillance: Lee, Milligan and Todd

Bloomberg Surveillance: Lee, Milligan and Todd

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Eric Lee Vice President Citigroup Global Markets Inc on global commodity markets Andrew Milligan Head:Global Strategy Standard Life Investments Limited on health of economy Chuck Todd Chief White House Correspondent Natl Broadcasting Co Inc on politicsSee omnystudio.com/listener for privacy information.

9 Feb 201642min

Bloomberg Surveillance: Zingales and Marinov on Markets

Bloomberg Surveillance: Zingales and Marinov on Markets

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Luigi Zingales Professor:Finance/Economist University of Chicago Booth School of Business on economy Valentin Marinov MD/Head:G10 FX Research Credit Agricole CIB London on FXSee omnystudio.com/listener for privacy information.

8 Feb 201642min

Bloomberg Surveillance: Glassman and Gross

Bloomberg Surveillance: Glassman and Gross

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: James E Glassman Senior Economist JP Morgan Securities LLC on Jobs Day William Hunt Gross "Bill" Fund Manager Janus Capital Management LLC on jobs daySee omnystudio.com/listener for privacy information.

5 Feb 201642min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
uppgang-och-fall
rss-borsens-finest
svd-ledarredaktionen
avanzapodden
lastbilspodden
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-kort-lang-analyspodden-fran-di
rss-dagen-med-di
fill-or-kill
affarsvarlden
borsmorgon
dynastin
kapitalet-en-podd-om-ekonomi
tabberaset
montrosepodden
borslunch-2
rss-inga-dumma-fragor-om-pengar