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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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