Instant Reaction: Nvidia Gives Strong Forecast, Countering Fears of AI Bubble
Bloomberg Intelligence19 Nov 2025

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.

Episoder(3353)

Nvidia Invests $2 Billion in Nebius for New Data Center Deal

Nvidia Invests $2 Billion in Nebius for New Data Center Deal

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu, Tom Keene, and Matt Miller-Mandeep Singh,...

11 Mar 27min

Ackman’s Pershing Square Seeks Up to $10 Billion in NYSE IPO

Ackman’s Pershing Square Seeks Up to $10 Billion in NYSE IPO

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu and John Tucker-Bailey Lipschultz, Bloombe...

10 Mar 17min

Live Nation Reaches DOJ Settlement in Antitrust Case

Live Nation Reaches DOJ Settlement in Antitrust Case

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous-Jennifer Rie, Blo...

9 Mar 22min

BlackRock’s $26 Billion Private Credit Fund Limits Withdrawls

BlackRock’s $26 Billion Private Credit Fund Limits Withdrawls

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino-Brian Chappatta, Blo...

6 Mar 20min

Morgan Stanley Cuts Jobs Across All of Its Business Lines

Morgan Stanley Cuts Jobs Across All of Its Business Lines

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee-Herman Chan, Senior Ana...

5 Mar 24min

CrowdStrike Issues Sales Outlook Meeting Wall Street Views

CrowdStrike Issues Sales Outlook Meeting Wall Street Views

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova-Mandeep Singh, Gl...

4 Mar 23min

Target Surprises With Upbeat Forecast on Improving Demand

Target Surprises With Upbeat Forecast on Improving Demand

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee- Emily Cohn, Bloomberg ...

3 Mar 23min

Oil Spikes as Middle East War All But Halts Hormuz Ship Strait

Oil Spikes as Middle East War All But Halts Hormuz Ship Strait

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Alexis Christoforous and Norah Mulinda- Ellen Wald, P...

2 Mar 24min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
finansredaksjonen
morgenkaffen-med-finansavisen
livet-pa-veien-med-jan-erik-larssen
utbytte
rss-sunn-okonomi
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
okonomiamatorene
lederpodden
rss-markedspuls-2
liberal-halvtime
arcticpodden