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Dan Ives Sees Nvidia Price Hike as Bullish Overall for Tech
Bloomberg Television· 2026-08-24 11:20
Dan Ives of Yorkville Ives writing, we expect robust results from NVIDIA, which will be key to the tech trade going higher into year end. Dan joins us now for more. Dan, good morning.Great to be here. What's getting more expensive. Look.Memory. I mean, the reality is is that we're seeing a memory super cycle take place, and I think that's the word all around Korea. And that's why NVIDIA, they're gonna need to pass some of this to their customers.But but that's not that's not slowing down because the reality ...
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Bloomberg· 2026-08-24 11:05
Microsoft’s AI cloud business relies on a tight group of tech and AI companies https://t.co/yGH2BVUKIN ...
Fed Faces High Stakes Test at Jackson Hole
Bloomberg Television· 2026-08-23 14:46
Now we are just a few days away from the start of the Jackson Hole economic policy symposium, which I'm told is, without a doubt, the most important mon monetary policy conference in the world. Yes. The official theme of this year's gathering is What's theme.Drumroll, please. Okay. Financial innovation implications for payments and policy.Put that on a cake. Okay. Everyone is waiting for is the speech.Fed chair Kevin Walsh is scheduled to deliver on Friday at 10:00 Wall Street time. That is 08:00 Grand Teto ...