logo
episode-header-image
Feb 2025
30m 17s

Nvidia Sees Mixed Outlook After Two Year...

bloomberg
About this episode

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg News US Semiconductor & Networking Reporter Ian King discusses Nvidia's quarterly sales coming in at about $43 billion, slightly above analysts' estimates, but gross profit margins will be tighter than expected due to the rollout of a new chip design called Blackwell. Bloomberg News Economics Editor Molly Smith explains why from egg prices to housing, US inflation is heating up again. Constance Hunter, Chief Economist at The Economist Group, shares the details of the firm's annual Democracy Index report. Jenny Rooke, Founder of Genoa Ventures, talks about strategies for early-stage investing in high-growth, category-defining companies.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

See omnystudio.com/listener for privacy information.

Up next
Yesterday
Bloomberg Businessweek Weekend - August 23rd, 2025
Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek Daily." Hosted by Carol Massar and Tim Stenovec Hear the show live at 2PM ET on WBBR 1130 AM New York, Bloomberg 92.9 FM Boston, WDCH 99.1 FM in Washington D.C. Metro, Siriu ... Show More
1h 22m
Aug 22
US Takes Nearly 10% Stake in Intel, Clinching Unorthodox Deal
Watch Bloomberg Businessweek Daily LIVE every day on YouTube: http://bit.ly/3vTiACF. President Donald Trump met with Intel Corp. Chief Executive Officer Lip-Bu Tan at the White House to finalize a deal giving the US government a nearly 10% equity stake in the beleaguered chipmake ... Show More
33m 15s
Aug 22
Instant Reaction: Jay Powell's Jackson Hole Speech
Bloomberg's Tom Keene, Lisa Abramowicz and Michael McKee discuss remarks from Fed Chair Jay Powell following his speech at the Jackson Hole Symposium on a special edition of Bloomberg Surveillance.They speak with: Jim Bullard, Former St. Louis Fed President Kate Moore, Citi Wealt ... Show More
36m 5s
Recommended Episodes
Aug 2024
Instant Reaction: Nvidia Sales Forecast Falls Short
Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Blo ... Show More
21m 47s
Aug 8
Here's Why Big Tech's Soaring Valuations Have Some Worried
The world's biggest technology companies have reported another period of strong earnings, adding to the recent rally in their share prices. Microsoft became only the second company to reach a $4 trillion valuation. Some market watchers are concerned that the valuations of the so- ... Show More
9m 54s
Jul 2020
Big Tech – Big Profits, Busiest Week of Earnings Season Wraps Up, Questioning Kodak
Carl Quintanilla, Jim Cramer and David Faber breakdown the blowout results from big tech. Apple posting a blowout third quarter, sales were up 11%, the tech giant also announcing a 4-for-1 stock split. Plus, hear what Apple CEO Tim Cook told Cramer. Amazon sales soaring, trouncin ... Show More
45m 14s
Mar 2025
JPMorgan Sees Credit Risks Rising as Trade War Bites
Fundamental and technical pressures on credit markets are growing as trade wars escalate, according to JPMorgan Asset Management. “We just need to be paid a little bit more for the uncertainty risk now in the market,” says Lisa Coleman, the firm’s head of global investment-grade ... Show More
44m 17s
Nov 2024
Sometimes good just isn’t good enough
The market’s reaction to Nvidia’s highly anticipated results last night indicates just how high expectations were. The company’s results exceeded analysts’ expectations and it delivered a strong forecast for the current quarter, but the revenue forecast just wasn’t enough for the ... Show More
11m 31s
Nov 2024
Mixed results from Big Tech
Markets had a risk-off day, with global equities, gold and Bitcoin falling. Investors are getting jittery ahead of next week's US elections, the Federal Reserve's interest rate decision, and China's National People's Congress. European stocks slumped after the release of eurozone ... Show More
17m 11s
Oct 2024
Market volatility: earnings concerns and pre-election jitters
US stock markets experienced a downturn, with all major indices posting significant losses. Consumer discretionary stocks felt the brunt of the decline, led by disappointing performances from Coca-Cola and McDonald's. Meanwhile, the tech sector faced pressure ahead of the highly ... Show More
14m 31s
Apr 2025
Tariff Fears Weigh on Tech Plans, Trumps Signals TikTok Deal Close
Bloomberg’s Caroline Hyde discusses why one of Wall Street’s most bearish Tesla analysts has further reduced estimates for the company’s earnings. Plus, Gil Luria, managing director of D.A. Davidson explains what levers Apple could use to cope with tariffs. And MikMak CEO Rachel ... Show More
22m 1s
Jan 2025
US small business optimism soars
US small business owners are experiencing their highest level of optimism in over 40 years, fuelled by expectations of tax cuts and deregulation under Donald Trump. US producer prices rose less than expected in December, providing some relief, although today's consumer price data ... Show More
18m 7s
Sep 2024
Much to absorb in this data-heavy week
Investors are grappling with a flood of data this week. Yesterday’s releases from the US revealed a two-year high in the trade deficit, a slowdown in the labour market and a cautious outlook from the Fed’s Beige Book. However, there was some respite as US factory orders rebounded ... Show More
15m 58s