Nvidia Ripples Through Markets
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 27 February 2025
⏱️ 36 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney February 27th, 2025
Featuring:
- Gil Luria, Tech Analyst at D.A. Davidson, reacts to Nvidia earnings and discusses the outlook for the company
- Wendy Schiller, professor at Brown University, on the latest DC headlines and Trump's recent statements on tariffs
- Julia Pollak, Chief US Economist at ZipRecruiter, reacts to jobless claims and discusses the latest on the labor market and
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | Get your daily market preview on projected stock updates, monetary policy decisions, and key results in statistics that may impact your trading. |
| 0:08.2 | Schwab Market Update is an original podcast from Charles Schwab. |
| 0:11.7 | Listen today at Schwab.com slash market update podcast or wherever you get your podcasts. |
| 0:19.4 | Bloomberg Audio Studios |
| 0:21.1 | Podcasts Radio News |
| 0:24.0 | This is the Bloomberg Surveillance Podcasts |
| 0:30.6 | Podcasts. |
| 0:32.2 | Catch us live weekdays at 7 a.m. Eastern |
| 0:34.6 | on Apple CarPlay or Android Auto with the Bloomberg business app. Listen on |
| 0:39.7 | demand wherever you get your podcasts or watch us live on YouTube. The DA Davidson, in charge of all |
| 0:47.1 | of institutional research, Gil Luria joins us this morning. It's on tech and on, you know, |
| 0:52.8 | and, you know, all the rest of it. |
| 0:56.0 | Gil, you follow 30 companies. You got a very measured outlook, 14 by 16 holds off the |
| 1:01.6 | Bloomberg this morning. What is the character of your enthusiasm on NVIDIA given 14 by 16 holds |
| 1:09.9 | zero cells. |
| 1:11.2 | They're doing very well and they're set up to do well this year, but this may be as good |
| 1:16.0 | as it gets for Nvidia. |
| 1:18.2 | Their big customers have increased spend the most into the fourth quarter of last year. |
| 1:25.0 | They're probably going to start moderating the growth and spend this year. |
| 1:28.4 | So this may be as good as it gets for NVIDIA. |
| 1:31.4 | Off the screen, you got a neutral on NVIDIA, neutral on Salesforce, neutral on Zoom. |
| 1:37.0 | I'm loving this. |
... |
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