Bloomberg Surveillance A Look Ahead to PCE Data and Nvidia Earnings
Aug 27, 2024
Amy Wu Silverman, head of derivatives strategy at RBC, discusses Nvidia's earnings and market positioning ahead of the PCE data. Mandeep Singh, a senior tech analyst at Bloomberg Intelligence, analyzes how Nvidia's performance could impact Big Tech and investor sentiment. Ed Yardeni, president of Yardeni Research, shares insights on a potential equity rally amidst looming rate cuts, emphasizing the economic landscape's fragility. The trio explores the influence of AI on business profitability and the dynamics of the semiconductor market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Nvidia, Market Sentiment, and Volatility Insights
02:02 • 3min
Navigating Market Dynamics and AI Impact
05:04 • 4min
Nvidia's Market Dominance and AI Scaling
09:19 • 5min
Apple's AI Influence and Semiconductor Trends
14:32 • 4min
Navigating Market Dynamics
18:25 • 14min
Investment Insights and the Impact of AI on Business Performance
32:17 • 2min
Current Dynamics in Oil and Gas Markets
33:57 • 5min
Reflections on Inflation and Economic Insights from a Pub
39:19 • 2min