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Tech Valuations Not Absurd, Bears ‘Just Bitter’: BMO’s Belski

Sep.25 — BMO Capital Markets Chief Investment Strategist Brian Belski says that current technology company valuations are “not absurd” as the sector’s earnings have stabilized over the last 10 years. He speaks with Bloomberg’s Jonathan Ferro on “Bloomberg The Open.”

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Sep.25 — BMO Capital Markets Chief Investment Strategist Brian Belski says that current technology company valuations are “not absurd” as the sector’s earnings have stabilized over the last 10 years. He speaks with Bloomberg’s Jonathan Ferro on “Bloomberg The Open.”

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10 Comments

10 Comments

  1. Ms Taylor

    September 25, 2020 at 2:51 pm

    Yea they’re on the verge of having complete control of everybody’s lives including their health. Humans are just slaves now. ☺️☺️

    • Oliver Berner

      September 25, 2020 at 4:54 pm

      – “Guess if I draw a stick figure and convince the right people to valuate the stick figure to a value of lets say 2.6 billion dollars, then that is its value and that wouldnt be absurd but only mean any protester or party who disagrees are just jealous or bitter…” That is sort of the argument when simplified. And means that colluding to rig society and the economy is okay…” They do this all the time… Pretty sure they would put a thousand dollar price tag or more on used toilet paper from Bill Gates..” Even though its just paper with poop residue.” But the inherent value is that the person from which the residue comes from allegedly warrants the value being influenced. The moment when brand means more than product etc…”

  2. A B

    September 25, 2020 at 2:52 pm

    If you love America, vote for Trump. A vote for Biden is a vote for the dismantling of Bill of Rights, school & business closures, defunding the police, antifa & BLM riots and lootings, communism, invasion of illegals, censorships, and cancel culture.

    • Pablo Martinez

      September 25, 2020 at 4:23 pm

      A B

    • Mfundo Jose

      September 25, 2020 at 5:51 pm

      Most of these things are happening during his presidency ???? if you love America you’ll come to your senses.

  3. Techie Science

    September 25, 2020 at 3:01 pm

    Great video????????

    Greetings from TECHIE SCIENCE youtube channe!????????

    • Oliver Berner

      September 25, 2020 at 6:58 pm

      I wonder what his thoughts are on the “wework” valuation, which one was correct… He can’t have it both ways can he… How about Enron? Or pharmaceutical companies price gaughing like Martin Shkrieli… Was the high price warranted, since it was a valued commodity… Thereby making the re-evaluation of pricing justified.

  4. Aperture LLC

    September 25, 2020 at 3:26 pm

    I just totally don’t think Apple is the world’s leading company with a trillion dollars. Apple doesn’t do nearly enough to be that.

  5. Jesse Potato

    September 25, 2020 at 4:26 pm

    No

  6. Petra - wir uns kennenlernen

    September 26, 2020 at 1:52 pm

    1:10 knorrig

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
——–
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Bloomberg Technology

Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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