logo
episode-header-image
Aug 2024
11m 21s

Nvidia Sees ‘Several Billion’ in Blackwe...

bloomberg
About this episode

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Ivan Feinseth, Chief Investment Officer at Tigress Financial Partners, breaks down Nvidia earnings and how AI impacts the outlook for the chipmaker.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

See omnystudio.com/listener for privacy information.

Up next
Today
Bloomberg Businessweek Weekend: July 31st 2026
Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek Daily."Hosted by Carol Massar and Tim StenovecHear the show live at 2PM ET on WBBR 1130 AM New York, Bloomberg 92.9 FM Boston, WDCH 99.1 FM in Washington D.C. Metro, Sirius/ ... Show More
38m 26s
Yesterday
Kevin Warsh Considers Fewer Fed Meetings; Anthropic AI Models Hack Three Organizations
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Federal Reserve Chairman Kevin Warsh is considering reducing the frequency of the central bank’s scheduled policy meetings, the New York Times report ... Show More
40m 4s
Yesterday
Aon Keeps Margin Edge as Industry Tailwinds Fade
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Aon should continue to expand margins, while organic growth remains resilient, aided by its scale, restructuring savings and Aon Business Services ope ... Show More
11m 2s
Recommended Episodes
Feb 2025
Bracing for Nvidia's Q4 Earnings
On today’s episode, we preview Q4 earnings from Nvidia with Daniel Newman, CEO at the Futurum Group. Plus - a look at the broader market outlook with Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions.See omnystudio.com/listener for privacy information. 
16m 31s
May 2025
Nvidia CEO Jensen Huang Talks Earnings, AI Growth Outlook, China Market
Nvidia CEO Jensen Huang discusses his company's earnings, his optimistic outlook for growth in AI and the impact of US chip curbs on China. He speaks with host Ed Ludlow.See omnystudio.com/listener for privacy information. 
13m 6s
May 2025
Nvidia CEO Jensen Huang Eases China Concerns, Touts AI Growth
Bloomberg’s Ed Ludlow is joined by Nvidia CEO Jensen Huang to discuss the chipmaker's first-quarter earnings and the company’s $8 billion hit from China. Plus Ayako Yoshioka, from Wealth Enhancement Group says earnings show Nvidia understands the outlook for AI growth. And D.A. D ... Show More
33m 51s
Jun 2024
Cramer's Morning Take: Broadcom 6/13/24
<p>Jim and Jeff weigh in on this semiconductor stock’s AI-fueled earnings beat. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: <a target="_blank">cnbc.com/morningt ... Show More
3m 52s
Jun 2024
Nvidia's Rally and TikTok's Divest-or-Ban Bid
Bloomberg's Caroline Hyde breaks down why insiders are cashing in on Nvidia's rally as the stock pushes deeper into record territory. Plus, TikTok parent Bytedance embarks on a high-stakes bid to overturn the law requiring them to divest or be banned, and a look at Point 72's pla ... Show More
39m 55s
May 2024
Hedge Fund Exposure to Tech Hits Record High
Bloomberg's Caroline Hyde and Ed Ludlow break down the outlook for tech investing as hedge fund exposure to technology hits a record high. Plus, how YouTube CEO Neal Mohan plans to make the video platform even bigger, and the CEO of Ring sits down for her first broadcast intervie ... Show More
39m 26s
Feb 2024
The NVDA Show
What does Nvidia’s blockbuster quarter signify for the future? (00:21) Tim Beyers and Deidre Woollard discuss: - What is fueling Nvidia’s growth? - How far the demand for GPUs can stretch. - What concerns Tim about Nvidia’s capital allocation. Companies discussed: NVDA Host: De ... Show More
26m 41s
May 2023
Nvidia Soars On A.I. Boom
Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, May 25th - NVDA Soars to a Record QCOM SMH - Liz on Narrow Leadership - MSFT GOOGL - Carter Worth SPY vs RSP - Crude OIH XLE BTU MRKT Call is brought to ... Show More
38 m
Mar 2025
Nvidia GTC, New FTC Chairman on the Trump Administration
Bloomberg’s Caroline Hyde and Tim Stenovec discuss what investors are expecting from Nvidia’s GTC conference this week. Plus, FTC Chairman Andrew Ferguson explains how the agency will approach antitrust concerns around Big Tech. And the CEO of Joby talks about his company’s new p ... Show More
42m 54s