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Nvidia Investors Are Betting on Another Revenue Growth | Daybreak: Europe 08/28/2024

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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins. Today’s guest: Pierre Rabadan, Paris Deputy Mayor in charge of Sport, Olympic and Paralympic Games.

Chapters:
00:00:00 – Daybreak Europe
00:01:14 – Traders anticipate Nvidia results
00:01:37 – Keir Starmer visits Olaf Scholz in Germany
00:04:42 – Investors bet on blowout Nvidia results
00:08:46 – Nvidia’s data center revenue continues to soar
00:11:48 – Nvidia earnings to impact risk appetite
00:15:01 – Jake Sullivan in China to steady ties
00:17:37 – US & China try to stabilise ties
00:23:53 – HSBC considers management sweep
00:26:39 – Nvidia results to signal AI demand
00:29:35 – Nvidia earnings loom over market
00:34:38 – HSBC considers cutting management
00:37:55 – Paris paralympic games begin today
00:41:02 – Paralympics takes place over 12 days
00:45:25 – Bearish bets ahead of Nvidia
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Bill Dudley Warns That US Stocks Are in Bubble Territory

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Bill Dudley, a Bloomberg Opinion columnist and former New York Fed President, explains why he thinks US the equity market is in bubble territory. Speaking with Romaine Bostick on “Bloomberg The Close,” Dudley also comments on the economic impact of AI and the rise in bond yields.
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Big Take: The $19 Billion Menopause Economy

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The $19 billion market for menopause treatment is booming. But the gold rush is leaving some women behind.
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When the Bond Market Speaks, People Listen, TD’s Goldberg Says

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Gennadiy Goldberg, TD Securities head of US rates strategy, says interest rate hikes by the Federal Reserve could help flatten the yield curve. But he believes the Fed is going to try and hold rates steady. He speaks on “Bloomberg Surveillance.”
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Andy Jassy Is Rewriting Amazon’s Playbook for the AI Age

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Andy Jassy is pouring billions into AI as Amazon faces its biggest challenge yet. Brad Stone and Matt Day have more in the latest issue of Businessweek
——–
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The Inflation Equation | Bloomberg Surveillance 12/16/2022

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Tom Keene, Jonathan Ferro and Lisa Abramowicz have the economy and the markets “under surveillance” as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets. This show is simulcast worldwide on Bloomberg Television and Radio.
#ecb #wallstreet #markets #bankofengland #fed
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