Dan Ives, senor equity analyst and global head of tech research at Wedbush Securities, discusses Nvidia’s second-quarter results, the company’s strong global growth outside of China, and why he sees the chipmaker reaching a $5 trillion market cap “either by year end, or early 26.”

Dan Ives, senor equity analyst and global head of tech research at Wedbush Securities, discusses Nvidia&rsquo;s second-quarter results, the company&rsquo;s strong global growth outside of China, and why he sees the chipmaker reaching a $5 trillion market cap &ldquo;either by year end, or early 26.&rdquo;

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Hear conversations with the biggest names in finance, politics, technology, foreign relations, sports and entertainment.

Listen for top interviews from Bloomberg News. Hear conversations with the biggest names in finance, politics, technology, foreign relations, sports and entertainment.

Listen to top interviews from Bloomberg News.

Bloomberg Talks

Wedbush Securities' Dan Ives Talks Nvidia

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8164a74b-63b4-48e9-90c2-b34701041551/transcript

Rebecca Patterson, Senior Fellow at Council on Foreign Relations and former chief investment strategist at Bridgewater, talks what happens when we have too much of a good thing. Too much growth, too much AI capex crowding out demand for Treasuries and too much stimulus in hindsight. She spoke to Bloomberg's Tom Keene and Paul Sweeney.

Rebecca Patterson, Senior Fellow at Council on Foreign Relations and former chief investment strategist at Bridgewater, talks what happens when we have too much of a good thing. Too much growth, too much AI capex crowding out demand for Treasuries and too much stimulus in hindsight. She spoke to Bloomberg's Tom Keene and Paul Sweeney.

Senior Fellow at Council on Foreign Relations Rebecca Patterson Talks "Too Much" 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cefc3ea4-3376-42a3-9b90-b4d70188aa15/transcript

Claudia Sahm, Chief Economist at New Century Advisors talks renewed optimism about the labor market, unemployment insurance and hiring starting to pick up. She spoke to Bloomberg's Tom Keene and Paul Sweeney.

Claudia Sahm, Chief Economist at New Century Advisors talks renewed optimism about the labor market, unemployment insurance and hiring starting to pick up. She spoke to Bloomberg's Tom Keene and Paul Sweeney.

Chief Economist at New Century Advisors Claudia Sahm Talks Labor Market

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fc7eec52-31cb-4bd3-9b04-b4d70186b418/transcript

National Economic Council Director Kevin Hassett says higher long-term rates can reflect underlying economic strength. Speaking to Mike McKee and Dani Burger on Bloomberg Open Interest, Hassett calls the government’s debt-interest burden unacceptably high but says the administration is serious about deficit reduction. His comments come after the September jobs report showed payrolls rose just 29,000, unemployment edged up to 4.2%, and July and August payrolls were revised down by a combined 60,000.

National Economic Council Director Kevin Hassett says higher long-term rates can reflect underlying economic strength. Speaking to Mike McKee and Dani Burger on Bloomberg Open Interest, Hassett calls the government&rsquo;s debt-interest burden unacceptably high but says the administration is serious about deficit reduction. His comments come after the September jobs report showed payrolls rose just 29,000, unemployment edged up to 4.2%, and July and August payrolls were revised down by a combined 60,000.

NEC Director Kevin Hassett Talks US Debt

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/98827a13-264d-45bd-9390-b4d70110e32c/transcript

Wedbush Securities' Dan Ives Talks Nvidia

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