

Stocks Look Forward Past Nvidia
18 snips Aug 28, 2025
Anastasia Amoroso, Chief Investment Strategist at Partners Group, discusses the resilience of private markets and the evolving landscape of AI investments. John Mowrey, CIO at NFJ, shares valuable insights on navigating inflation and exploring opportunities beyond big tech. They emphasize the importance of upcoming Federal Reserve decisions and labor market trends, while highlighting potential growth in diverse sectors like healthcare and regional banks. The conversation promises a blend of expertise for investors looking to adapt to a shifting economic environment.
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Nvidia Is The Single Chip Engine
- Nvidia remains the dominant single-chip engine powering the current AI revolution.
- Dan Ives sees accelerating CapEx and expanding use cases driving multi-year growth for Nvidia and the AI ecosystem.
China Adds Material Increment To Demand
- Nvidia faces geopolitical trade frictions but still expects meaningful China revenue.
- Ives expects restricted access to add a few billion per quarter rather than cut off China demand.
Data Center Demand Broadens Rapidly
- Data center AI demand is broadening across regions and hyperscalers.
- Ives projects a potential $5 trillion market cap for Nvidia under early 2026 scenarios.