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Tony Wang, portfolio manager at T Rowe Price, joins Caroline Hyde to discuss Nvidia’s back and forth rise to the top as the leader among tech in market cap. He speaks on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology” with Caroline…
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@tvm73827
August 22, 2024 at 7:52 pm
Quite the contrary. In the short term there is no substitute to nvda. Long term better models will be invented that are not so power hungry so the stage will be leveled
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@MatthewMS.
August 23, 2024 at 4:29 am
If you need to ask about Nvidia, you have not done homework. ????
@WhiteCloud746
August 23, 2024 at 10:43 am
TROW is the pro team.
@usernameofali
August 23, 2024 at 2:44 pm
Beating earnings estimates is no longer the sole driver of Nvidia’s stock price surges. This time, it’s all about forward guidance—especially given the capex adjustments by hyperscalers—and Blackwell supply issues / % share of sales. If these two factors surprise to the upside, then gentlemen, we’re in for another thrill