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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…

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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.”
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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% ❤

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    August 22, 2024 at 6:05 am

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    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?

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    August 22, 2024 at 3:47 pm

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Bloomberg Technology

China Tech In Bear Market, Google’s Chrome Future | Bloomberg Technology

Bloomberg’s Caroline Hyde discusses the increasing pressure faced by Chinese tech names as the sector enters bear territory. Plus, what’s next for Google’s Chrome browser after the DOJ says it must be divested, and Project Liberty on a potential opportunity to buy out TikTok. Chapters: 00:09:00 – Chamber of Progress CEO Adam Kovacevich 00:18:00 –…

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Bloomberg’s Caroline Hyde discusses the increasing pressure faced by Chinese tech names as the sector enters bear territory. Plus, what’s next for Google’s Chrome browser after the DOJ says it must be divested, and Project Liberty on a potential opportunity to buy out TikTok.

Chapters:
00:09:00 – Chamber of Progress CEO Adam Kovacevich
00:18:00 – Talking Tech
00:32:20 – Menlo Ventures Partner Tim Tully
00:38:10 – Project Liberty Founder Frank McCourt Jr.
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

Project Liberty: We’re In a Position to Buy TikTok

Frank McCourt Jr., founder of Project Liberty, says the company may have the opportunity to buy TikTok “when and if it is sold.” He joins Caroline Hyde to discuss on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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Frank McCourt Jr., founder of Project Liberty, says the company may have the opportunity to buy TikTok “when and if it is sold.” He joins Caroline Hyde to discuss on “Bloomberg Technology.”
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Bloomberg Technology

Following the AI Money Trail

Tim Tully of Menlo Ventures discusses their latest report on where enterprises are spending within the Gen AI landscape. He joins Caroline Hyde to discuss 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:  …

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Tim Tully of Menlo Ventures discusses their latest report on where enterprises are spending within the Gen AI landscape. He joins Caroline Hyde to discuss on “Bloomberg Technology.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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