Bloomberg Technology Nvidia GTC, New FTC Chairman on the Trump Administration
5 snips
Mar 17, 2025 Andrew Ferguson, the new FTC Chairman, discusses the agency's upcoming strategies for tackling antitrust concerns in Big Tech. He emphasizes the need for a balanced approach to foster innovation while ensuring fair competition. Additionally, the podcast touches on the buzz surrounding Nvidia's GTC conference and the CEO's insights into future growth. Listeners also learn about the exciting developments in urban mobility, particularly through Joby’s partnership with Virgin Atlantic, indicating a transformative shift towards air taxis.
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Investors Await NVIDIA GTC
- Investors are focused on NVIDIA's CEO Jensen Huang's keynote at GTC.
- They want to know if demand is strong and if NVIDIA is still leading in AI.
Tech Valuation and Investment Strategy
- Consider NVIDIA's valuation, which is now cheaper relative to its past and other market segments.
- Focus on company fundamentals and long-term prospects despite policy uncertainties.
Administration's Stance on Market Sell-off
- The current administration seems unconcerned about the market sell-off, emphasizing pro-growth policies.
- Investors are urged to be patient while awaiting tax cuts and onshoring initiatives.