Bloomberg Tech Special: Nvidia CEO Jensen Huang on Upbeat Forecast
Nvidia CEO Jensen Huang discusses the "off the charts" sales of the Blackwell advanced graphics processing unit (GPU), the company's new Vera Rubin platform and the outlook for demand from China with Bloomberg Tech co-host Ed Ludlow, in a special conversation as heard on Bloomberg TV and Radio.See omnystudio.com/listener for privacy information.
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Instant Reaction: Nvidia Gives Strong Forecast, Countering Fears of AI Bubble
Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion. The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such equipment isn’t sustainable. Nvidia shares gained about 4% in late trading after the report was released. They had been up 39% this year through the close.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners Bloomberg Tech Co-Host Ed Ludlow Bloomberg News Big Tech Team Leader Sarah Frier See omnystudio.com/listener for privacy information.
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Single Best Idea with Tom Keene: Win Thin & Mandeep Singh
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Bank of Nassau’s Win Thin & Mandeep Singh of Bloomberg Intelligence. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
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Bloomberg Surveillance TV: November 19th, 2025
Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth Frances Donald, Chief Economist at RBC Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI Libby Cantrill, Managing Director and Head of Public Policy at PIMCO Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares why she’s expecting a market rally into year end. Frances Donald, Chief Economist at RBC, discusses her expectations for Thursday’s jobs report. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, explains what factors he sees driving a market shift. Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, breaks down the likelihood of tariff dividend checks and what it could mean for the White House’s shift toward affordability.See omnystudio.com/listener for privacy information.
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Tech Spending in Focus as Nvidia Report Looms
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, November 19th, 2025Featuring:1) Carol Schleif, Chief Market Strategist at BMO Private Wealth, examines whether markets can sustain momentum amid volatility and fiscal uncertainty.2) Win Thin, Chief Economist at Bank of Nassau, discusses policy divergence among Fed policymakers and his outlook for the US economy into 2026.3) Scott Diamond, Co-Head of the Municipal Bond Team at Goldman Sachs, on why heavy issuance and a steeper curve are making the 10–20-year muni space compelling.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times report on Paramount Skydance's David Ellison seeking backing from Saudi Arabia's sovereign wealth fund for its bid to buy rival Warner Bros. Discovery, and a Wall Street Journal story on a Gustav Klimt painting that sold for a historic $236.4 million.See omnystudio.com/listener for privacy information.
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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