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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.

 

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. 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&rsquo;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,&nbsp; 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. &nbsp;

Listen for investment news and in-depth company research. 

Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze markets, companies and industries.

Bloomberg Intelligence

Chipmakers Sink as Nvidia Fails to Dispel AI Worry 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c7d490a4-8362-4dd1-80e4-b3fd0127fda5/transcript