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.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(4504)

Bloomberg Surveillance TV: May 7th, 2026

Featuring: Darius Dale, Founder and CEO at 42 Macro Max Layton, Global Head: Commodities Research at Citigroup Global Markets Terry Haines, Founder of Pangaea Policy See omnystudio.com/listener for p...

7 Maj 19min

Single Best Idea with Tom Keene: Cam Dawson & Liz Ann Sonders

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Cam Dawson & Liz Ann Sonders. Watch Tom and Paul ...

7 Maj 3min

Outlook for Oil and Market All-Time Highs

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, May 7, 2026Featur...

7 Maj 29min

Bloomberg Surveillance TV: May 6th, 2026

Featuring: Gen. Karen Gibson, Academy Securities Paul Donovan, Chief Economist, UBS Global Wealth Management Chris Harvey, CIBC, Head of Equity and Portfolio Strategy See omnystudio.com/listener for ...

6 Maj 20min

Iran Memo's Impact on Energy Prices and Markets

6 Maj 25min

Bloomberg Surveillance TV: May 5th, 2026

Featuring: Jonathan Lieber, Managing Director: US at Eurasia Group Torsten Slok, Chief Economist at Apollo Global Management Robert Lewin, Chief Financial Officer at KKR & Co. See omnystudio.com/l...

5 Maj 20min

Single Best Idea with Tom Keene: Joumanna Bercetche and Heath Terry

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Joumanna Bercetche and Heath Terry. Watch Tom and...

5 Maj 3min