#Investing #Stocks #WallStreet - The Best AI Stocks to Buy Now — And One to Avoid: TheStreet

26 August 2026

CFRA Senior Vice President and Equity Analyst Angelo Zino breaks down where he sees opportunity in AI, what could derail the trade and which stocks he likes best. Plus, he weighs in on Nvidia ($NVDA), Salesforce ($CRM) and Marvell ($MRVL) ahead of earnings, the outlook for software, and the AI stock he’d be most nervous owning. 00:00:00 - Introduction 00:00:18 - Is Money Still to Be Made in AI? 00:01:46 - Is AI Capex Paying Off? 00:02:56 - Nvidia Earnings: Buy NVDA Now? 00:04:08 - Nvidia Price Hikes & Pricing Power 00:05:27 - NVDA Rating Downgrade Risks 00:07:03 - Nvidia Stumble Impact on Marvell & Broadcom 00:08:08 - Marvell Valuation: Buying the Dip 00:09:22 - Salesforce Earnings Preview 00:10:51 - Is Salesforce a Value Trap? 00:12:15 - Safe Software Stocks to Own 00:12:55 - How to Approach the Tech Sector 00:14:46 - Optimal Tech Portfolio Balance 00:15:32 - Where to Invest Beyond Big Tech 00:16:02 - Top Growth Stock at a Fair Price 00:16:59 - Rapid Fire: This or That

#wallstreet #invest #markets - Bloomberg Surveillance 8/24/2026: Bloomberg Television

24 August 2026

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:00 Bond Market Test, Nvidia Earnings and Canada Trade War 04:22 AI Earnings Boom Can Thrive With 5% Bond Yields — Steve Chiavarone, Federated Hermes 18:05 US Is Now the Wild Card in the Global Economy — Steven Cook, Council on Foreign Relations 31:04 Nvidia Price Hike Bullish Overall for Tech — Dan Ives, Yorkville Ives & Co. 40:25 Bond Market Is Repricing Risk, Not Overheating — Kelsey Berro, JPMorgan Asset Management 52:58 AI Boom Makes the Economy Harder for Fed to Slow — Ajay Rajadhyaksha, Barclays 1:06:40 US Is in a Better Place With Mexico Than Canada — Brian Gardner, Stifel 1:20:28 Investors Need a Hedge Against AI Concentration — Troy Gayeski, Future Standard 1:29:20 We're Big Buyers of the 10-Year at 5% — Earl Davis, BMO Global Asset Management 1:40:41 Would Buy a Lot of 30-Year US Treasuries at 6% — Anne Walsh, Guggenheim Investments 1:54:59 Nvidia Must Prove It Can Be Tomorrow's AI Platform — Momei Qu, PSP Growth 2:06:49 Warsh Can't Stay Silent at Jackson Hole — Betsy Duke, Former Fed Governor 2:18:51 AI Revenue Slowdown Would Be the Market's Big Test — Kelly Covley, Manning & Napier

#AI #nvidia #chips Dan - Ives Sees Nvidia Price Hike as Bullish Overall for Tech: Bloomberg Television

24 August 2026

Dan Ives, partner and senior managing director at Yorkville Ives & Co., previews quarterly earnings from Nvidia as the company tells customers that the prices of servers containing its artificial intelligence chips are going up more than 15% in many cases.

Stock Quote

Pricing delayed by 20 minutes

Analyst Coverage

#TopNewsStoriesToday - Latest news bulletin | August 24th, 2026 – Midday: euronews

August 24th, 2026 – Midday Catch up with the most important stories from around Europe and beyond this August 24th, 2026 - latest news, breaking news, World, Business, Entertainment, Politics, Culture, Travel. READ MORE : http://www.euronews.com/2026/08/24/la...

plus

The U.S. threatens "economic D-Day" for Iran and its trading partners. Canada and the U.S. risk a trade war with tit-for-tat tariffs. Tesla and other automakers are recalling over 4 million vehicles in China. And how cyclosporiasis is impacting farmers, even in locations where there hasn't been an outbreak.

#News #Reuters #Newsfeed

Europe ramps up support to Ukraine as its US-dependent air defence runs low • FRANCE 24 English

Ukraine’s Independence Day ceremonies