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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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  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

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Bloomberg Technology

Nvidia’s Magic Fades | Bloomberg Technology

Bloomberg’s Caroline Hyde discusses the latest sentiment around Nvidia as investors cool on the AI darling despite posting an earnings beat. And, the new Trump administration is said to be mulling a first-ever crypto policy role. Plus, Palo Alto Networks sees easier “fixes” ahead in cybersecurity as the world moves from hardware to software. ——–…

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Bloomberg’s Caroline Hyde discusses the latest sentiment around Nvidia as investors cool on the AI darling despite posting an earnings beat. And, the new Trump administration is said to be mulling a first-ever crypto policy role. Plus, Palo Alto Networks sees easier “fixes” ahead in cybersecurity as the world moves from hardware to software.
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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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Palo Alto CEO Says Regulations May Get Easier Under Trump

Nikesh Arora, CEO of Palo Alto Networks, says M&A could potentially move quicker under the new Trump administration as they take on a more deregulatory tone. 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…

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Nikesh Arora, CEO of Palo Alto Networks, says M&A could potentially move quicker under the new Trump administration as they take on a more deregulatory tone. He joins Caroline Hyde to discuss on “Bloomberg Technology.”
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JPM Rolls Out AI Assistant for Workers

JPMorgan Chase Chief Data and Analytics Officer Teresa Heitsenrether talks about how the company is using an artificial intelligence assistant called LLM Suite. She speaks to Bloomberg’s Caroline Hyde at the Evident AI Symposium in New York. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg…

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JPMorgan Chase Chief Data and Analytics Officer Teresa Heitsenrether talks about how the company is using an artificial intelligence assistant called LLM Suite. She speaks to Bloomberg’s Caroline Hyde at the Evident AI Symposium in New York.
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