Nvidia Earnings Present Make-or-Break Moment for Stock Market | Bloomberg: The China Show 5/22/2024

“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, David Ingles and Stephen Engle give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
00:00:00 - Bloomberg: The China Show opens
00:03:12 - Traders await Nvidia earnings
00:05:56 - UBS Global Wealth Management's Yifan Hu is still defensive on China
00:17:32 - Bloomberg Scoop: ASML, TSMC can disable chip machines if China invades Taiwan
00:26:10 - Exclusive: Globe Telecom CEO Ernest Cu
00:39:06 - Morgan Stanley's Mike Wilson turns positive on US stocks
00:45:58 - Breaking: New Zealand sees rate cuts starting later in 2025
00:49:56 - Stocks, bonds should outperform cash return in next six to 12 months, says JPMorgan Asset Management's Marcella Chow
01:00:16 - One dead after severe turbulence hits Singapore Airlines flight
01:10:44 - China EV outlook with HSBC Head of China Autos Research Yuqian Ding
01:20:08 - Big Take: End of China's golden age risks political peril for Xi
01:26:47 - The China Brief: Chinese media slam Taiwan 'independence'
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[@rjmcfly202]

Greatstuff, nice episode. On point & informative. Keep up the good work 🏁

[@ctrl-shift-run8681]

GPU prices are still ridiculously high. Expecting NVIDIA earnings to beat.

[@justicewatch4602]

Plus the chips have to evolve with the software demand. The software is getting better and better.

[@kristyhu1099]

China will not take Taiwan by force for TSMC factories. Meaningless discussion on this point. It is a matter of national pride and geopolitical strategic value

[@NJ-lu6wu]

You nor I can predict the future. China has massive leverage in the global market and can use that to get away with questionable decisions. Nothing is outside the realm of possibility.

[@Alpha_Q_up.]

Ni hao 😁

[@TheLegendaryHelper]

Yifan Hu 😍 where's my Bae Yvonne?