Nvidia’s Forecast Lifts AI Trade
Bloomberg Tech20 Nov 2025

Nvidia’s Forecast Lifts AI Trade

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company’s earnings and plans to buy Chronosphere for $3.35 billion. And AI pioneer Yann LeCun is leaving Meta to launch his own startup.

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Episoder(1105)

Earnings Roundup: Meta, Microsoft & Qualcomm

Earnings Roundup: Meta, Microsoft & Qualcomm

Listen for instant reaction and analysis of megacap tech earnings from Meta, Microsoft and Qualcomm. Meta Platforms gave a disappointing revenue forecast for the current quarter, intensifying investo...

29 Jul 17min

Markets Brace for Microsoft and Meta Earnings

Markets Brace for Microsoft and Meta Earnings

Bloomberg’s Ed Ludlow breaks down why SK Hynix's Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record $31 billion. Plus, SoFi CEO Anthony Noto j...

29 Jul 44min

AI Trade Stumbles as Chip Stocks Slide

AI Trade Stumbles as Chip Stocks Slide

Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China's chipmaking add to worries about the sustainability of...

28 Jul 44min

AI Industry’s Circular Financing Deals, Apple Smart Glasses

AI Industry’s Circular Financing Deals, Apple Smart Glasses

Bloomberg’s Ed Ludlow speaks with Nvidia CEO Jensen Huang amid renewed concerns about the AI industry’s circular financing deals. Plus, Apple aims to take on Meta in the smart glasses department. And,...

27 Jul 44min

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea

In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages fo...

25 Jul 14min

Open-Weight AI Debate Takes Center Stage

Open-Weight AI Debate Takes Center Stage

Bloomberg’s Ed Ludlow breaks down an open letter signed by Big Tech's biggest names, making the case for open-weight AI. The tech CEOs argue that open-weight models are key to innovation, competition,...

24 Jul 43min

AI Spending, Mobileye's CEO Exit & IBM CEO on Results

AI Spending, Mobileye's CEO Exit & IBM CEO on Results

Bloomberg’s Ed Ludlow breaks down Alphabet and Tesla's earnings as the Google parent company boosts its investment plans, while Tesla burns through cash to fund Elon Musk's AI ambitions. Plus, Mobiley...

23 Jul 47min

OpenAI's AI Test, AMD's Anthropic Deal & Apple's Roadmap

OpenAI's AI Test, AMD's Anthropic Deal & Apple's Roadmap

Bloomberg’s Ed Ludlow breaks down the news of OpenAI's advanced AI models unexpectedly hacking Hugging Face's system during testing, raising fresh concerns about AI safety. Plus, AMD is making a major...

22 Jul 44min

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