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(4306)

Instant Reaction: The Fed Decides

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene and Jonathan Ferro break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

28 Jan 30min

Single Best Idea with Tom Keene: Win Thin & Constance Hunter

Single Best Idea with Tom Keene: Win Thin & Constance Hunter

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Bank of Nassau's Win Thin & Constance Hunter of EIU.Wa...

28 Jan 4min

Dollar in Flux Ahead of FOMC Decision

Dollar in Flux Ahead of FOMC Decision

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, January 28th, 2026Featuring:1) Constance Hunter, Chief Economist...

28 Jan 43min

Bloomberg Surveillance TV: January 28th, 2026

Bloomberg Surveillance TV: January 28th, 2026

Featuring: Priya Misra, Managing Director & Portfolio Manager at JPMorgan Asset Management David Rubenstein, Co-Founder & Co-Chairman of the Carlyle Group Tobin Marcus, Wolfe Research Head of Policy ...

28 Jan 26min

Single Best Idea with Tom Keene: Chris Grisanti & Cameron Dawson

Single Best Idea with Tom Keene: Chris Grisanti & Cameron Dawson

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with MAI Capital’s Chris Grisanti & Cameron Dawson of New...

27 Jan 3min

Bloomberg Surveillance TV: January 27th, 2026

Bloomberg Surveillance TV: January 27th, 2026

Featuring: Henrietta Treyz, Veda Partners Co-Founder Mary Barra, General Motors Chair & CEO Esther George, Former President & CEO of the Federal Reserve Bank of Kansas City See omnystudio.com/listene...

27 Jan 24min

Tech Leads Charge Ahead of FOMC Meeting

Tech Leads Charge Ahead of FOMC Meeting

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, January 27th, 2026Featuring:1) Cameron Dawson, Chief Investment Of...

27 Jan 27min

Single Best Idea with Tom Keene: Brian Belski & Patrick McHenry

Single Best Idea with Tom Keene: Brian Belski & Patrick McHenry

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Humilis Investment Strategies' Brian Belski & former H...

26 Jan 4min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
avanzapodden
fill-or-kill
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
lastbilspodden
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
24fragor
montrosepodden
rss-den-nya-ekonomin
borsmorgon
dynastin
market-makers
svd-tech-brief