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 Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant reaction and analysis for Nvidia's earnings results. 

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 Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant reaction and analysis for Nvidia's earnings results.

Listen for reporting from the magazine that helps global leaders stay ahead. 

Hosts Carol Massar and Tim Stenovec bring you insight on the people, companies and trends shaping today's complex economy.  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 bring you insight on the people, companies and trends shaping today's complex economy.&nbsp; You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET: <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 Sales Forecast Falls Short

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/43bf3274-ea0c-4573-b7c6-b1da01587809/transcript

There’s been a lot of negative media around “private credit,” but most of that conversation is focused on leveraged corporate lending. Real estate credit is a different market — loans are asset-backed and underwritten to hard collateral. We’re in the middle of a significant housing shortage in the U.S., particularly in major urban markets like New York. That structural demand continues to support new housing development and well-located multifamily assets. There’s increasing attention from policymakers around housing affordability and supply, including proposals from figures like Zohran Mamdani. Regardless of the political approach, there’s broad recognition that more housing needs to be built and that capital will be needed to support that supply.

Ran Eliasaf is Founder and Manager Partner of Northwind Group, an institutional real estate credit platform focused on lending and structured financing for commercial real estate and healthcare assets. Since its founding in 2008, the firm has transacted on more than $9 billion of real estate across over 400 properties and originated approximately $4 billion of loans secured by more than 300 properties, with zero principal losses across its debt investments to date. Ran speaks with Bloomberg's Carol Massar and Tim Stenovec.

There&rsquo;s been a lot of negative media around &ldquo;private credit,&rdquo; but most of that conversation is focused on leveraged corporate lending. Real estate credit is a different market &mdash; loans are asset-backed and underwritten to hard collateral. We&rsquo;re in the middle of a significant housing shortage in the U.S., particularly in major urban markets like New York. That structural demand continues to support new housing development and well-located multifamily assets. There&rsquo;s increasing attention from policymakers around housing affordability and supply, including proposals from figures like Zohran Mamdani. Regardless of the political approach, there&rsquo;s broad recognition that more housing needs to be built and that capital will be needed to support that supply.
Ran Eliasaf is Founder and Manager Partner of Northwind Group, an institutional real estate credit platform focused on lending and structured financing for commercial real estate and healthcare assets. Since its founding in 2008, the firm has transacted on more than $9 billion of real estate across over 400 properties and originated approximately $4 billion of loans secured by more than 300 properties, with zero principal losses across its debt investments to date. Ran speaks with Bloomberg's Carol Massar and Tim Stenovec.

The Capital Needed to Build More Housing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8b53cdde-af87-40df-8149-b41101386642/transcript

Regenerative Social Finance (RSF) is an impact-first financial services organization. They offer investment notes, donor-advised funds, and loans to mission-driven organizations to mobilize money to have a positive social and environmental impact. They have invested in healthier food systems, whole-child education, cleaner climates, stronger communities, and more.

Kathleen Paylor is Vice President of Impact Investing and Philanthropy at Regenerative Social Finance (RSF), where she works with investors to align financial returns with measurable social and environmental impact. She speaks on how women and high-net-worth investors increasingly rethinking how they allocate capital

Regenerative Social Finance (RSF) is an impact-first financial services organization. They offer investment notes, donor-advised funds, and loans to mission-driven organizations to mobilize money to have a positive social and environmental impact. They have invested in healthier food systems, whole-child education, cleaner climates, stronger communities, and more. Kathleen Paylor is Vice President of Impact Investing and Philanthropy at Regenerative Social Finance (RSF), where she works with investors to align financial returns with measurable social and environmental impact. She speaks on how women and high-net-worth investors increasingly rethinking how they allocate capital

How High-Net-Worth Investors are Approaching Capital Allocation

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/36eec756-52fc-404d-a78d-b410015982cc/transcript

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

Iran has stepped up attacks on Saudi Arabia in recent days, signaling it’s targeting the oil-rich kingdom more aggressively than earlier in the war.

Tehran launched almost 100 drones at Saudi Arabia on Monday, far above the previous daily average of less than 25, according to data released by the Saudi defense ministry. The barrage marked the largest single-day strike on the country since the war began.

The surge started last week and has since intensified, with attacks increasingly concentrated on the kingdom’s eastern province, home to major oil infrastructure. The escalation underscores Iran’s ability to destabilize the wider Gulf, threatening shipping lanes — particularly the vital Strait of Hormuz — and energy facilities.

Iran is relying more heavily on drones than missiles as the conflict drags on. Drones typically carry smaller payloads than ballistic or cruise missiles and tend to cause less destruction, though they can still inflict significant damage depending on the target. Their relatively low cost and ability to be launched in large numbers make them a persistent challenge for air-defense systems.

Launches have declined since the start of the war, but that doesn’t mean Tehran is running short of weapons. Despite US and Israeli strikes on stockpiles, launchers and drone factories, Iran remains able to sustain attacks.

Today's show features:
Dan Williams, Reporter for Bloomberg News Based in Jerusalem and Alex Vatanka, Middle East Institute Senior Fellow
Ellen Wald, Transversal Consulting & Atlantic Council Senior Fellow on Oil Markets
Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, on recent Nvidia news
Samantha Dart, Co-Head of Global Commodities Research at Goldman Sachs on the latest in oil and natural gas

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>. Iran has stepped up attacks on Saudi Arabia in recent days, signaling it&rsquo;s targeting the oil-rich kingdom more aggressively than earlier in the war. Tehran launched almost 100 drones at Saudi Arabia on Monday, far above the previous daily average of less than 25, according to data released by the Saudi defense ministry. The barrage marked the largest single-day strike on the country since the war began. The surge started last week and has since intensified, with attacks increasingly concentrated on the kingdom&rsquo;s eastern province, home to major oil infrastructure.&nbsp;The escalation underscores Iran&rsquo;s ability to destabilize the wider Gulf, threatening shipping lanes &mdash; particularly the vital Strait of Hormuz &mdash; and energy facilities. Iran is relying more heavily on drones than missiles as the conflict drags on. Drones typically carry smaller payloads than ballistic or cruise missiles and tend to cause less destruction, though they can still inflict significant damage depending on the target. Their relatively low cost and ability to be launched in large numbers make them a persistent challenge for air-defense systems. Launches have declined since the start of the war, but that doesn&rsquo;t mean Tehran is running short of weapons. Despite US and Israeli strikes on stockpiles, launchers and drone factories, Iran remains able to sustain attacks. Today's show features:
<ul>
<li>Dan Williams, Reporter for Bloomberg News Based in Jerusalem and Alex Vatanka, Middle East Institute Senior Fellow</li>
<li>Ellen Wald, Transversal Consulting &amp; Atlantic Council Senior Fellow on Oil Markets</li>
<li>Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, on recent Nvidia news</li>
<li>Samantha Dart, Co-Head of Global Commodities Research at Goldman Sachs on the latest in oil and natural gas</li>
</ul>

Israel Says Strike Killed Iran’s Larijani as War Intensifies

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d613e9da-7801-4772-a3c6-b410015588b0/transcript

Instant Reaction: Nvidia Sales Forecast Falls Short

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