Chipmakers Sink as Nvidia Fails to Dispel AI Worry
Bloomberg Intelligence26 Feb

Chipmakers Sink as Nvidia Fails to Dispel AI Worry

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Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Nvidia Corp., the dominant maker of artificial intelligence chips, suffered its worst stock decline in three months after the company’s latest forecast failed to dispel fears of an AI bubble.

-Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Nvidia earnings. Investors are seeking stronger assurances that booming AI spending can be maintained, with lingering questions over whether the current AI spending wave can sustain growth beyond the next few years.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest art Warner Bros Discovery and Paramount. Warner Bros. Discovery Inc. reported lower fourth-quarter sales and earnings, with fourth-quarter revenue declining 6% to $9.46 billion and adjusted earnings before interest, taxes depreciation and amortization shrinking to $2.22 billion. Paramount Skydance Corp. reported fourth-quarter sales and earnings that beat Wall Street projections, with revenue of $8.15 billion and adjusted operating income of $612 million.

-- Swamy Kotagiri, Magna International CEO, discusses Q4 results and the outlook for 2026 in the face of flat global vehicle production and ongoing cost pressures. According to Bloomberg Intelligence: Magna's 2026 earnings growth will likely track midteens, supported by higher vehicle content and margin expansion driven by cost-saving initiatives, despite a flat production outlook.

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