Bloomberg Surveillance

Nvidia delivered a sales forecast that left some investors underwhelmed, adding to concerns about the momentum of AI spending. Revenue in the current period will be $108 billion, plus or minus 2%, the company said in a statement Wednesday. Though analysts had estimated $105.2 billion on average, some projections exceeded $110 billion, according to data compiled by Bloomberg. Gross margin, the percentage of sales remaining after deducting the cost of production, will be roughly 74%.
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Tim Stenovec and Lisa Mateo speak with Ed Ludlow, Bloomberg Tech co-host, and Rami Sarafa, CEO at Cordoba Advisory Partners.
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Featuring:
Marvin Loh, Senior Strategist: Global Macro at State Street
Stephanie Roth, Chief Economist at Wolfe Research
Mark Ein, Co-Chairman at Kastle Systems
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The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, August 26th, 2026
Featuring:
1) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, Michael Ball, Macro Strategist with Bloomberg News, Jess Menton, Deputy Team Lead: Equities with Bloomberg News, react to PCE
2) Tobin Marcus, US Policy Analyst at Wolfe Research, talks economic D-Day and looking ahead to the midterms
3) Ben Cook, Portfolio Manager at Hennessy Energy Transition Fund as well as the Hennessy Midstream Fund, talks about the latest move downward in oil amid stalled Iran talks.
4) Dan Tannebaum, Global Anti-Financial Crime Practice Leader at Oliver Wyman, discusses Scott Bessent and why he's skeptical of economic D-Day.
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Featuring:
George Goncalves, Managing Director & Head of US Macro Strategy at MUFG Securities
Kate Kalutkiewicz, Senior Managing Director: Trade Practice at Mclarty Associates
Ted Mortonson, Managing Director: Tech Strategist at Baird
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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, August 25th, 2026
Featuring:
1) Jason Trennert, Chairman and CEO at Strategas Research Partners, joins for an extended discussion on US Treasury Secretary Scott Bessent's focus on yields and what to expect from Jackson Hole and the Fed.
2) Simona Mocuta, Chief Economist at State Street, previews Jackson Hole and discusses the outlook for Treasury yields.
3) Steve Sosnick, Chief Market Strategist at Interactive Brokers, talks Bessent wariness, market volatility, and previewing Nvidia.
4) Joshua Crabb, Head: Asia-Pacific Equities at Robeco, discusses the Asia-Pacific backdrop, 2025-26 outperformance, and Japan latest.
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