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Buy META on the dip: panel reacting to Meta's Q1 earnings
The bar was high for META's earnings, and investors expected more, says Brent Thill, Analyst, Jefferies. Despite the weak revenue guidance, investors have nothing to be concerned about, says Thill. Buy on the dip, says Thill. Thill joined Tim Regan, Managi
Investors should approach this stock with caution: expert on Reddit IPO
Greg Martin, managing director at Rainmaker Securities, joins BNN Bloomberg to discuss Reddit IPO. Martin says it's a great time for Reddit to go public given markets have been reaching all time highs. However, he raises concerns over Reddit's lofty multip
We anticipate a U.S. fed rate cut in June, CPI withstanding: economist
The Fed is still looking for confidence that inflation will fall to 2% and be sustained there, says Stephen Brown, deputy chief and North America economist at Capital Economics. Subscribe to BNN Bloomberg to watch more videos: https://www.youtube.com/BNNBl
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Remarkable that Fed and markets came into alignment regarding rate cuts
Karl Schamotta, chief market strategist with Corpay, joins BNN Bloomberg to discuss his expectations for the Fed's rate decision this afternoon. Schamotta says once the Fed starts cutting rates, it won't press the brake pedal that dramatically, adding ther
Won't be long before Nvidia becomes the "Magnificent One": portfolio manager
As Nvidia kicks off it’s highly anticipated GTC conference, Dan Rohinton, Portfolio Manager, with iA Global Asset Management says we are reaching a record level of crowding in the market and Nvidia along with the rest of the AI basket could start to see pr
We're seeing an avalanche of institutional demand for Bitcoin: Ledn founder
Mauricio Di Bartolomeo, co-founder at Ledn, joins BNN Bloomberg to discuss the cryptocurrency hitting above US$57,000 for the first time since December 2021. Subscribe to BNN Bloomberg to watch more videos: https://www.youtube.com/BNNBloomberg Connect with
Fed to cut later than expected: Wells Fargo economist
Sarah House, managing director and senior economist at Wells Fargo, joins BNN Bloomberg to discuss rate cuts bets for the Fed following the release of January FOMC meeting minutes today. Subscribe to BNN Bloomberg to watch more videos: https://www.youtube.
Nvidia Q4 results
2 個月前
 • 10 次觀看
Ivana Delevska, founder and CIO, Spear Invest, joins BNN Bloomberg to discuss Nvidia's latest quarterly results. Subscribe to BNN Bloomberg to watch more videos: https://www.youtube.com/BNNBloomberg Connect with BNN Bloomberg: For the latest news visit: ht
AMD is probably the most expensive of all the AI stocks: Bernstein's Stacy Rasgon
Stacy Rasgon, managing director and senior analyst covering U.S. semiconductors at Bernstein, joins BNN Bloomberg to talk about where chip stocks could go in 2024 and where expectations for AMD currently stand. Subscribe to BNN Bloomberg to watch more vide
When AMD reports, we'll see if the PC, server sector are below seasonal or not: Sobhani
Kunjan Sobhani, senior analyst in semiconductors at Bloomberg Intelligence shares his outlook for Semiconductors and which company is expected to be the biggest earnings winner. Subscribe to BNN Bloomberg to watch more videos: https://www.youtube.com/BNNBl
Fed holds rates steady again, pivots towards cuts in 2024
Carl Tannenbaum, executive VP and chief economist of Northern Trust, and former senior VP of the Chicago Fed, joins BNN Bloomberg to discuss the federal government announcement on rate cuts. Subscribe to BNN Bloomberg to watch more videos: https://www.yout
U.S. Q3 beats expectations: instant reaction
4 個月前
 • 35 次觀看
Nadia Lovell, senior U.S. equity strategist at Global Wealth Management at UBS, shares her reaction to U.S. economic growth coming in hotter than expected in the latest reading. Subscribe to BNN Bloomberg to watch more videos: https://www.youtube.com/BNNBl
Microsoft made the most of the Sam Altman situation and came out looking good: portfolio manager
Alexander MacDonald, portfolio manager at GlobeInvest Capital Management, discusses the Microsoft-OpenAI-Sam Altman situation, and why he's investing in MSFT for non-AI reasons. Subscribe to BNN Bloomberg to watch more videos: https://www.youtube.com/BNNBl
Concerns about macro picture and consumer debt, Microsoft's gain from former OpenAI CEO
Eddy Gifford, wealth advisor at TACTIVE, joins today's BNN Bloomberg with co-host Frances Horodelski. He shares his concerns about the macro picture and consumer debt, emphasizing that a pause in the economy could provide insights into whether measures are
The deal between First Republic and JP Morgan hurts every small bank in the U.S.: Dick Bove
Dick Bove, chief financial strategist at Odeon Capital, joins BNN Bloomberg to talk about implications of the deal between JPMorgan and First Republic Bank and a systemic problem in the banking industry. Subscribe to BNN Bloomberg to watch more videos: htt
BoC will face 2.5 to 3% inflation mid-year with rapid slowdown in growth: Chief economist
Frances Donald, global chief economist and strategist at Manulife Investment Management, joins BNN Bloomberg to react to the Bank of Canada holding its key interest rate steady. Subscribe to BNN Bloomberg to watch more videos: https://www.youtube.com/BNNBl
Will be hard for BoC to reach 2% inflation amid federal spending: Manley
Earl Davis, head of fixed income and money markets at BMO Global Asset Management, and John Manley, senior advisor at Bennett Jones and the former deputy PM and former finance minister of Canada, joins BNN Bloomberg to discuss the BoC's decision to hold fi
BoC changing inflation target would be a 'grave mistake': Desjardins Mendes
Royce Mendes, managing director and head of macro strategy at Desjardins, joins BNN Bloomberg to discuss his expectations for the upcoming BoC announcement. Mendes expects the BoC to stay on hold while providing hawkish commentary as it fears rate cuts pri
BoC can't cut rates, cannot keep rising either amid 'huge' economic downside risk: Strategist
Karl Schamotta, chief market strategist at Corpay, joins BNN Bloomberg for his view on the markets ahead of a busy week. With the BoC set to hold rates this week, Schamotta assesses how it could after the loonie. He expects the Fed to remain hawkish, which