Connect with us

Bloomberg Technology

Nvidia Gains as AI Spending Bonanza Continues

Jensen Investment Management’s Kevin Walkush joins Caroline Hyde and Ed Ludlow to discuss the state of the chip sector as spending on artificial intelligence remains a central priority for Wall Street. He shares why he thinks the chip industry is cyclical and how to balance short-term needs with a long-term view. He speaks on “Bloomberg…

Published

on

Jensen Investment Management’s Kevin Walkush joins Caroline Hyde and Ed Ludlow to discuss the state of the chip sector as spending on artificial intelligence remains a central priority for Wall Street. He shares why he thinks the chip industry is cyclical and how to balance short-term needs with a long-term view. He speaks on “Bloomberg Technology.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

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

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading
Advertisement
16 Comments

16 Comments

  1. @robertmurdoccorptcfc9596

    August 21, 2024 at 6:56 pm

    Not a great interview. I find the speaker to not have conviction either way. He is carefully wording his opinion that he isn’t sure. Nvidia will be worth so much more in the future and this interview and subsequent advice will not age well. Be more bold !!

  2. @Sonder2030

    August 21, 2024 at 7:28 pm

    The company’s name is literally Jensen and he doesn’t own Nvidia…sad.

  3. @garyleow70

    August 21, 2024 at 8:29 pm

    Did he say anything meaningful?

    • @Nadex2015

      August 22, 2024 at 7:12 am

      no

    • @syedarmaghanhassan4652

      August 22, 2024 at 11:50 am

      I was thinking the same thing

  4. @johnnyguitar2929

    August 22, 2024 at 2:49 am

    Dude, if you don’t think Nvidia is a long term player in AI, you have very superficial understanding of the AI supply chain.

    • @Nadex2015

      August 22, 2024 at 7:11 am

      100% ❤

  5. @Hanieemadzade

    August 22, 2024 at 6:05 am

    Your lessons help me improve my trading strategy. Thank you for your expertise and experience!

  6. @MohamadSimons

    August 22, 2024 at 9:32 am

    often use economic reports in my trading. Sometimes they can be a good indicator for predicting changes in the market. Thanks for the tip.

  7. @syedarmaghanhassan4652

    August 22, 2024 at 11:51 am

    For Kevin’s information: NVIDIA is driving the AI.. You know Kevin, those little goodies, called AI-Chips? You know you is selling a SHI*-Load of them?

  8. @NoelKodra-p6k

    August 22, 2024 at 3:47 pm

    Great transmission, as always. I appreciate the no-nonsense you take to the news and the markets. A lot has changed and that’s about it,but the truth is that I don’t even much about the bull or bear market anymore because The OX trade covered me while I’m doing comfortable.45k 67k every week and I’m still counting thanks to her❤️

    • @JohnTom-j2y

      August 22, 2024 at 3:47 pm

      The OX, trade crypto knowledge is like a secret recipe for success

    • @DoloresMurillo-d6g

      August 22, 2024 at 3:48 pm

      You trade with OX trade too? Wow that woman has been a blessing to me and my family.

    • @FlavioXhafa-t4z

      August 22, 2024 at 3:48 pm

      I remain eternally grateful to OX trade for her mortgage and all my debts, what more could I’ve asked for. She changed my life for good. efforts that got me to this point, finally paid off my.

    • @McHenryStephens

      August 22, 2024 at 3:49 pm

      Please educate me, l’ve come across this before. How can I get to her please?

    • @NoelKodra-p6k

      August 22, 2024 at 3:50 pm

      Get to her on

Leave a Reply

Your email address will not be published. Required fields are marked *

Bloomberg Technology

Brazil Top Court Fines Elon Musk’s X for Skirting Ban

Brazil’s Supreme Court ordered Elon Musk’s X to restore a block on its site in the country or face daily fines after the social media network managed to evade restrictions through a software update. Bloomberg’s Andrew Rosati joins Caroline Hyde and Ed Ludlow on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on…

Published

on

Brazil’s Supreme Court ordered Elon Musk’s X to restore a block on its site in the country or face daily fines after the social media network managed to evade restrictions through a software update. Bloomberg’s Andrew Rosati joins Caroline Hyde and Ed Ludlow on “Bloomberg Technology.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

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

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading

Bloomberg Technology

Apple Gets EU Warning on Operating System

Apple has been warned by the European Union to open up its highly guarded iPhone and iPad operating systems to rival technologies or eventually risk significant fines under its flagship digital antitrust rules. Bloomberg’s Gian Volpicelli joins Caroline Hyde and Ed Ludlow on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:…

Published

on

Apple has been warned by the European Union to open up its highly guarded iPhone and iPad operating systems to rival technologies or eventually risk significant fines under its flagship digital antitrust rules. Bloomberg’s Gian Volpicelli joins Caroline Hyde and Ed Ludlow on “Bloomberg Technology.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

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

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading

Bloomberg Technology

Tech Outperforms After Jumbo Fed Rate Cut

Zachary Hill, head of portfolio management at Horizon Investments, joins Caroline Hyde and Ed Ludlow to discuss the impact of the Federal Reserve’s rate cut on tech markets and why the firm still believes in an AI play in the long term. He speaks on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology…

Published

on

Zachary Hill, head of portfolio management at Horizon Investments, joins Caroline Hyde and Ed Ludlow to discuss the impact of the Federal Reserve’s rate cut on tech markets and why the firm still believes in an AI play in the long term. He speaks on “Bloomberg Technology.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

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

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading

Trending