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Nvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bullish sales forecast, showing that spending on AI computing remains strong. For instant reaction and analysis, host Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Dan Morgan, senior portfolio manager at Synovus Trust.

Nvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bullish sales forecast, showing that spending on AI computing remains strong. For instant reaction and analysis, host Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Dan Morgan, senior portfolio manager at Synovus Trust.

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec cover the changing world of money, power and technology. You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET: http://bit.ly/3vTiACF. 

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec cover the changing world of money, power and technology.&nbsp;You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.&nbsp;

Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.

Bloomberg Businessweek

Instant Reaction: Nvidia Forecast Shatters Estimates

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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.

The global surgical robotics market is ~$15B, and is still just getting started (it has been mainly a single-player market for the past two decades). SSII's combination of ~30% price differentiation, multispecialty capabilities (including cardiac), telesurgery enablement, and efficient manufacturing positions it to capture incremental TAM in ambulatory centers and smaller U.S./EU hospitals, as well as the 7B+ patients around the world who don't have access to the Intuitive system.

For more, Carol Massar and Tim Stenovec speak with Dr. Sudhir Srivastava, CEO at SS Innovations

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. The global surgical robotics market is ~$15B, and is still just getting started (it has been mainly a single-player market for the past two decades). SSII's combination of ~30% price differentiation, multispecialty capabilities (including cardiac), telesurgery enablement, and efficient manufacturing positions it to capture incremental TAM in ambulatory centers and smaller U.S./EU hospitals, as well as the 7B+ patients around the world who don't have access to the Intuitive system. For more, Carol Massar and Tim Stenovec speak with Dr. Sudhir Srivastava, CEO at SS Innovations

Growth in Global Surgical Robotics Market

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ebb0b272-0015-4ffd-b82a-b490014cd584/transcript

Intel surged in late trading after the chipmaker’s revenue forecast shattered estimates, indicating that booming data center spending is helping fuel a long-awaited turnaround. Sales will be $15.8 billion to $16.8 billion in the third quarter, the company said Thursday in a statement. Even the low end of that range would easily clear the $15.1 billion average analyst estimate.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research
Ed Ludlow, Bloomberg Tech co-host

Intel surged in late trading after the chipmaker&rsquo;s revenue forecast shattered estimates, indicating that booming data center spending is helping fuel a long-awaited turnaround. Sales will be $15.8 billion to $16.8 billion in the third quarter, the company said Thursday in a statement. Even the low end of that range would easily clear the $15.1 billion average analyst estimate. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
<ul>
<li>Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research</li>
<li>Ed Ludlow, Bloomberg Tech co-host</li>
</ul>

Instant Reaction: Intel's Revenue Shatters Wall Street Estimates

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/45514a0c-6de2-4269-b3cd-b490015eddfe/transcript

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.

The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 due to results from Alphabet Inc. and Tesla Inc. The Bloomberg Magnificent 7 Index was down 4.8% midway through Thursday’s session, wiping out roughly $767 billion in market valuation, with declines led by Tesla and Alphabet. Investors are growing cautious about the massive sums that Big Tech firms are spending to build out their AI infrastructure, with the index now down 11% from a record hit in late May, erasing $2 trillion in market value.

On this episode, Carol Massar and Tim Stenovec speak with:
Ed Ludlow, Bloomberg Tech host
Tony Hemmlegarn, President of Digital Industries Software, Siemens AND Andrew Sek Hwan Hong, HD Hyundai USA on Siemens and HD Hyundai to establish digital shipyard to modernize US shipbuilding, strengthen maritime competitiveness
Nina Trentmann and Zach Wasserman, CFO, Huntington Bancshares on earnings this AM, regional banks in current rate environment
David Kocieniewski, Bloomberg News Senior Investigative Reporter on How Tether Benefited as Trump Insiders Shaped First US Crypto Law

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 due to results from Alphabet Inc. and Tesla Inc. The Bloomberg Magnificent 7 Index was down 4.8% midway through Thursday&rsquo;s session, wiping out roughly $767 billion in market valuation, with declines led by Tesla and Alphabet. Investors are growing cautious about the massive sums that Big Tech firms are spending to build out their AI infrastructure, with the index now down 11% from a record hit in late May, erasing $2 trillion in market value. On this episode, Carol Massar and Tim Stenovec speak with:
<ul>
<li>Ed Ludlow, Bloomberg Tech host</li>
<li>Tony Hemmlegarn, President of Digital Industries Software, Siemens AND Andrew Sek Hwan Hong, HD Hyundai USA on Siemens and HD Hyundai to establish digital shipyard to modernize US shipbuilding, strengthen maritime competitiveness</li>
<li>Nina Trentmann and Zach Wasserman, CFO, Huntington Bancshares on earnings this AM, regional banks in current rate environment</li>
<li>David Kocieniewski, Bloomberg News Senior Investigative Reporter on How Tether Benefited as Trump Insiders Shaped First US Crypto Law</li>
</ul>

Big Tech Stocks Lose Over $750 Billion in AI Driven Selloff

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ff890942-4275-46b2-980c-b49001564d13/transcript

Instant Reaction: Nvidia Forecast Shatters Estimates

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