The AI Trade Has Evolved Beyond Nvidia: 3-Minutes MLIV
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
London Stock Exchange Group Plc Chief Executive Officer David Schwimmer discusses the group's plans to buy back £3 billion ($4.1 billion) of its own shares. Speaking on Bloomberg Television, Schwimmer says £3 billion is "the biggest buyback" the LSEG has ever announced.
Karen Ward, JPMorgan Asset Management's EMEA chief market strategist, discusses the market's reaction following the so-called "AI scare trade." She says investors are "absolutely right" to be picking into the story and the idea of "price to perfection." Speaking on Bloomberg Television, Ward adds the rotation "still has a lot further to go" within the US market.
World Health Organization Chief Tedros Adhanom Ghebreyesus speaks to Bloomberg's Mishal Husain about the US stance on mRNA vaccine research funding. "I hope they will reconsider," he says on The Mishal Husain Show. He also talks about his relationship with US Health Secretary Robert F. Kennedy Jr., saying they "continue to speak to each other."
Addressing one of his biggest audiences at perhaps the lowest moment of his second term, President Donald Trump returned again and again in his State of the Union speech to the same message on the economy: Everything is going great. A resolute Trump was determined to will Americans into a better economic mood, seeking to paint over the affordability concerns at the center of upcoming midterm elections with statistics and self-congratulation. "Inflation is plummeting. Incomes are rising fast. The roaring economy is roaring like never before," Trump boasted early in the nearly two-hour speech. Bloomberg Opinion Senior Executive Editor Tim O'Brien joins Stephen Carroll and Lizzy Burden on Daybreak Europe Radio with his thoughts.
Indian Prime Minister Narendra Modi announced a strengthening of defense, trade and counter-terrorism ties with Israel during a rare visit his first in nine years. Defense relations between the nations are an "important pillar" of the partnership, Modi said in an address to the Knesset, Israel's parliament, after arriving in Tel Aviv where he was met by Prime Minister Benjamin Netanyahu. Bloomberg's Dan Williams reports.
Alex Barnes, Greater China Co-CEO at JLL, expects Hong Kong residential prices to rise by around 5% in 2026, thanks to the financial hub's economic recovery. He also discusses the outlook for the luxury market on Bloomberg's The China Show.
Vanessa Hudson, Qantas Group CEO & Managing Director, speaks with Bloomberg's Haslinda Amin, saying she's "proud" of her company's performance as shares slide despite record earnings.
Nvidia Corp. says it secured a license to ship a small number of its less advanced H200 chips to customers in China, inching forward in its bid to return to the world's largest semiconductor market. Bloomberg's Annabelle Droulers reports.
Counterpoint's Research Director Marc Einstein explains why Nvidia needs to keep diversifying in order to convince investors about its prospects, despite the strong numbers in its latest forecast,.
JPMorgan's Marcella Chow explains how market reactions to earning reports from tech firms such as Nvidia have been tempered by concerns over how AI disruption may affect the global economy, while demand for semiconductors and other computing related asset is expected to remain strong.
Bentley Systems (NASDAQ:BSY) saw its shares jump 12.8% in Thursday morning trading after the infrastructure engineering software provider reported fourth-quarter results that topped revenue estimates and provided a 2026 financial forecast that significantly outpaced Wall Street projections.
Tem um segundo para um cookie? 🍪Os cookies essenciais mantêm a Grafa funcionando bem. Alguns opcionais nos ajudam a ver o que está funcionando para melhorarmos. Você tem o controle — pode mudar de ideia quando quiser. Política de cookies · Política de privacidade