

Markets Price in Nvidia as Traders Look Ahead to PCE
Aug 29, 2024
Dan Ives, a Senior Equity Analyst at Wedbush Securities, shares insights on Nvidia's earnings and the bullish sentiment around tech and AI. Blerina Urici, Chief US Economist at T. Rowe Price, discusses the complexities of the US labor market and upcoming PCE data, while Sarah House from Wells Fargo analyzes jobless claims and their implications for market trends. The trio delves into the challenges facing lower-income consumers amid rising inflation and highlights the transformative potential of AI in reshaping industries beyond expectations.
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Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Tech Titans: Nvidia and Apple Insights
01:55 • 10min
Insights into Market Trends and Investment Strategies
12:03 • 2min
Economic Polarization and Federal Reserve Dynamics
14:05 • 13min
Navigating Economic Normalization Post-Pandemic
27:16 • 2min
AI's Transformative Potential and Nvidia
29:44 • 4min
Analyzing iPhone Demand and Market Growth Potential
34:12 • 3min