Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion.

The company's outlook helped soothe concerns about a bubble in AI investments, with Chief Executive Officer Jensen Huang saying that customers are racing to invest in AI compute.

Nvidia shares rose about 4% in extended trading following the announcement, after the company reported revenue gained 73% to $68.1 billion in the fiscal fourth quarter, and profit was $1.62 a share, excluding certain items.



For instant reaction, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with analysts and experts from across the Bloomberg newsroom, including:
Bloomberg Tech Co-Host Ed Ludlow
Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners
Bloomberg Intelligence senior tech industry analyst Mandeep Singh
Bloomberg Intelligence Senior Technology Analyst Anurag Rana

Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion.
The company's outlook helped soothe concerns about a bubble in AI investments, with Chief Executive Officer Jensen Huang saying that customers are racing to invest in AI compute.
Nvidia shares rose about 4% in extended trading following the announcement, after the company reported revenue gained 73% to $68.1 billion in the fiscal fourth quarter, and profit was $1.62 a share, excluding certain items. 
For instant reaction, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with analysts and experts from across the Bloomberg newsroom, including:
<ul>
<li>Bloomberg Tech Co-Host Ed Ludlow</li>
<li>Jay Goldberg, Senior Analyst, Semiconductors &amp; Electronics with Seaport Research Partners</li>
<li>Bloomberg Intelligence senior tech industry analyst Mandeep Singh</li>
<li>Bloomberg Intelligence Senior Technology Analyst Anurag Rana</li>
</ul>

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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

Instant Reaction: Nvidia’s Upbeat Sales Forecast Shows AI Boom Remains Strong

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Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith

-Ed Ludlow, BTech Anchor, discusses top tech stories. Samsung Electronics Co.’s quarterly profit surged, prompting investors to cash out of a near-150% rally this year that had baked in the AI-fueled growth.
Separately, Amazon.com Inc. is looking to raise at least $25 billion from a US dollar bond sale to fund spending on artificial intelligence infrastructure.

-Ryan Vlastelica, Bloomberg Equities Reporter, discusses why the Mag 7 tech giants are no longer dominating the stock market, with their index gaining just 1.7% in 2026. Investors are now focused on the biggest beneficiaries of the wave of cash dedicated to building out AI, such as memory chipmakers like Micron Technology Inc. and Sandisk Corp.

-- Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his column: “Sam Altman Offers a Trojan Horse to America.” Sam Altman offered the US government a 5% stake in OpenAI, which he said would allow Americans to share in the benefits of artificial intelligence. The offer is seen as a way for OpenAI to "capture" the government and gain an advantage through regulatory capture, where the government becomes an owner of the company and has an economic stake in its success.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith -Ed Ludlow, BTech Anchor, discusses top tech stories. Samsung Electronics Co.&rsquo;s quarterly profit surged, prompting investors to cash out of a near-150% rally this year that had baked in the AI-fueled growth. Separately, Amazon.com Inc. is looking to raise at least $25 billion from a US dollar bond sale to fund spending on artificial intelligence infrastructure. -Ryan Vlastelica, Bloomberg Equities Reporter, discusses why the Mag 7 tech giants are no longer dominating the stock market, with their index gaining just 1.7% in 2026. Investors are now focused on the biggest beneficiaries of the wave of cash dedicated to building out AI, such as memory chipmakers like Micron Technology Inc. and Sandisk Corp. -- Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, discusses his column: &ldquo;Sam Altman Offers a Trojan Horse to America.&rdquo; Sam Altman offered the US government a 5% stake in OpenAI, which he said would allow Americans to share in the benefits of artificial intelligence. The offer is seen as a way for OpenAI to "capture" the government and gain an advantage through regulatory capture, where the government becomes an owner of the company and has an economic stake in its success.

Samsung’s Record Profit Fails to Impress After AI Chip Rally 

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Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

- Brody Ford, Bloomberg Technology Reporter, discusses Microsoft Corp.'s Xbox plans to eliminate 3,200 jobs, or around 20% of its staff over the next year, as part of a massive reorganization to spur growth in the struggling gaming division. Xbox will divest four of its video-game development studios and is beginning the process to part ways with a fifth, with the goal of streamlining the business and reinvesting in bigger projects.

- Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses SK Hynix kicking off the formal marketing process for its US listing, seeking to sell American depositary receipts representing about 17.79 million common shares. The company is looking to capitalize on surging investor demand for the high-flying memory-chip sector, with the offering of ADRs coming after the firm’s Seoul-traded stock rallied about 260% this year.

- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 10 companies to watch in Q3. Bloomberg Intelligence analysts have identified interesting companies from their roster of high-confidence Focus Ideas. Spanning sectors and regions, each scenario outlines a catalyst in the next few months that supports our case.

- Sam Fazeli, Bloomberg Intelligence Director of Research: Healthcare, Defence, Industrials & Autos, discusses Novartis AG agreeing to buy Myricx Bio for as much as $1.5 billion, adding an experimental cancer drug designed to deliver more potent treatments directly to tumors while limiting damage to healthy cells.

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; - Brody Ford, Bloomberg Technology Reporter, discusses Microsoft Corp.'s Xbox plans to eliminate 3,200 jobs, or around 20% of its staff over the next year, as part of a massive reorganization to spur growth in the struggling gaming division. Xbox will divest four of its video-game development studios and is beginning the process to part ways with a fifth, with the goal of streamlining the business and reinvesting in bigger projects. - Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses SK Hynix kicking off the formal marketing process for its US listing, seeking to sell American depositary receipts representing about 17.79 million common shares. The company is looking to capitalize on surging investor demand for the high-flying memory-chip sector, with the offering of ADRs coming after the firm&rsquo;s Seoul-traded stock rallied about 260% this year. - Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 10 companies to watch in Q3. Bloomberg Intelligence analysts have identified interesting companies from their roster of high-confidence Focus Ideas. Spanning sectors and regions, each scenario outlines a catalyst in the next few months that supports our case. - Sam Fazeli, Bloomberg Intelligence Director of Research: Healthcare, Defence, Industrials &amp; Autos, discusses Novartis AG agreeing to buy Myricx Bio for as much as $1.5 billion, adding an experimental cancer drug designed to deliver more potent treatments directly to tumors while limiting damage to healthy cells.
&nbsp;

Microsoft’s Xbox to Cut 3200 Jobs, Divest Studios in Overhaul

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Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 
George Ferguson, Senior Aerospace Analyst for Bloomberg Intelligence, discusses the revenue growth outlook for SpaceX. Investors have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to help determine what the stock is actually worth. That changes next week, when the quiet period ends for analysts at banks that underwrote the $86 billion initial public offering, which was led by Goldman Sachs Group Inc. Morgan Stanley, Bank of America Corp., Citigroup and JPMorgan Chase & Co., with 18 other banks participating. Starting Tuesday, investors should expect a pile of new research, price targets and growth estimates, all of which should help shed light on where the shares are likely headed in the near term and over the next few years. 
Michael Shepard, Bloomberg News Senior Technology Editor, joins for a chat on the latest tech headlines, including the Financial Times reporting that OpenAI has proposed giving the US government a 5% stake in the company, and Apple seeking the Trump administration’s approval to purchase chips from two Chinese semiconductor makers on a Pentagon blacklist amid a global memory shortage. 
Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, reacts to the June US jobs report. Hiring slowed sharply in June even as the unemployment rate fell, curbing some of the budding momentum in job growth this year. Nonfarm payrolls increased 57,000 last month after downward revisions to the prior two months took some of the shine off recent blockbuster reports, Bureau of Labor Statistics data Thursday showed. The unemployment rate fell to 4.2% as labor force participation plunged, leading investors to scale back bets on Federal Reserve interest-rate increases. 
Brendan Murray, Bloomberg News Global Trade Editor, shares his thoughts on Washington’s decision not to renew its trade deal with Canada and Mexico - choosing instead to conduct annual reviews of the pact in a decision that risks adding uncertainty for companies producing goods across North America. The US-Mexico-Canada Agreement, or USMCA, will remain in force for another decade provided no one country decides to exit. Opting against a longer-term renewal opens the door to years of contentious negotiations over the rules governing continent-wide supply chains and low tariff levels vital for automakers, farmers, retailers and energy companies.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp;
<ul>
<li>George Ferguson, Senior Aerospace Analyst for Bloomberg Intelligence, discusses the revenue growth outlook for SpaceX. Investors have been largely flying blind since the company&rsquo;s record-breaking IPO last month, with few financial projections to help determine what the stock is actually worth. That changes next week, when the quiet period ends for analysts at banks that underwrote the $86 billion initial public offering, which was led by Goldman Sachs Group Inc. Morgan Stanley, Bank of America Corp., Citigroup and JPMorgan Chase &amp; Co., with 18 other banks participating. Starting Tuesday, investors should expect a pile of new research, price targets and growth estimates, all of which should help shed light on where the shares are likely headed in the near term and over the next few years.&nbsp;</li>
<li>Michael Shepard, Bloomberg News Senior Technology Editor, joins for a chat on the latest tech headlines, including the Financial Times reporting that OpenAI has proposed giving the US government a 5% stake in the company, and Apple seeking the Trump administration&rsquo;s approval to purchase chips from two Chinese semiconductor makers on a Pentagon blacklist amid a global memory shortage.&nbsp;</li>
<li>Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, reacts to the June US jobs report. Hiring slowed sharply in June even as the unemployment rate fell, curbing some of the budding momentum in job growth this year. Nonfarm payrolls increased 57,000 last month after downward revisions to the prior two months took some of the shine off recent blockbuster reports, Bureau of Labor Statistics data Thursday showed. The unemployment rate fell to 4.2% as labor force participation plunged, leading investors to scale back bets on Federal Reserve interest-rate increases.&nbsp;</li>
<li>Brendan Murray, Bloomberg News Global Trade Editor, shares his thoughts on Washington&rsquo;s decision not to renew its trade deal with Canada and Mexico - choosing instead to conduct annual reviews of the pact in a decision that risks adding uncertainty for companies producing goods across North America. The US-Mexico-Canada Agreement, or USMCA, will remain in force for another decade provided no one country decides to exit. Opting against a longer-term renewal opens the door to years of contentious negotiations over the rules governing continent-wide supply chains and low tariff levels vital for automakers, farmers, retailers and energy companies. </li>
</ul>

SpaceX Looks to Wall Street to Validate Extreme Market Valuation

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Instant Reaction: Nvidia’s Upbeat Sales Forecast Shows AI Boom Remains Strong

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