Tim Stenovec
speaker
1,732 appearances
25 recordings
2 series
first heard Aug 2025
last heard 30 Mar
Tim Stenovec’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 24 in all, peaking in Jan 2026 with 10.
Appearances
It's the only platform that runs every AI model and does it everywhere computing is done.
This is a tweet from the NVIDIA newsroom, or a post on X, I should say, from the NVIDIA newsroom.
Let's get more with Bloomberg Equities reporter Carmen Reinecke.
Carmen, it does seem like investors are starting to feel like Alphabet's Google could be gaining when it comes to market share in what Nvidia has absolutely ruled, but still the analyst community at this point is not really convinced.
What are your sources telling you?
Dominant player in the AI space, but in terms of stock performance this year, Alphabet has just been remarkable.
Close to 70% increase so far this year.
NVIDIA up about 35%.
That's nothing to shake a stick at.
Also, Alphabet approaching a $4 trillion market cap, where NVIDIA is above $4 trillion.
Are analysts more bullish on NVIDIA, or are they more bullish when it comes to Alphabet?
Yeah, Jay Goldberg over at Seaport Research.
That lonely NVIDIA bear, but he's sticking by his call.
Bloomberg's Carmen Reinecke joining us.
Happy holidays, Carmen.
Appreciate you joining us today.
Hey, let's get more on the market movements with Angelo Zeno, Senior Equity Analyst at CFRA Research.
Angelo, what do you make of this sort of race between Alphabet and NVIDIA that we've seen play out over the last couple of days?
The narrative shift that, hey, wait a second, Alphabet with a 10-year-old product might actually have something that could compete with NVIDIA's GPUs.
Do you buy
Showing 1081–1100 of 1,732 · page 55 of 87
← Previous
Next →