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.

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: <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 Sales Forecast Falls Short

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

Bloomberg Intelligence hosted by Scarlet Fu,  Alexandra Semenova, and John Tucker

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses President Donald Trump and US Northeastern state governors agreeing to push for an emergency wholesale electricity auction to compel technology companies to fund new power plants.

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses JB Hunt Transport Services reporting quarterly revenue that missed estimates, underscoring continued weakness in freight demand. Sales were weighed down by a decline in its intermodal division, its largest unit, as well as revenue drops in its integrated capacity solutions.

-Rania Sedhom, Managing Partner at Sedom Law Group, discusses the hidden cost of retail bankruptcy for luxury consumers and brands. Saks Global Enterprises filed for Chapter 11 bankruptcy protection, a humbling turn in a chapter of the iconic luxury retailer’s history marked by mounting losses, flagging turnaround efforts and substantial merger-related debt.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his research on US restaurant sales. According to Bloomberg Intelligence: December economic data reinforce view that US restaurant same-store sales will accelerate in 1H on easier comparisons, cheaper gas prices and relief from new tax rules.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu, &nbsp;Alexandra Semenova, and John Tucker -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses President Donald Trump and US Northeastern state governors agreeing to push for an emergency wholesale electricity auction to compel technology companies to fund new power plants. -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses JB Hunt Transport Services reporting quarterly revenue that missed estimates, underscoring continued weakness in freight demand. Sales were weighed down by a decline in its intermodal division, its largest unit, as well as revenue drops in its integrated capacity solutions. -Rania Sedhom, Managing Partner at Sedom Law Group, discusses the hidden cost of retail bankruptcy for luxury consumers and brands. Saks Global Enterprises&nbsp;filed for Chapter 11 bankruptcy protection, a humbling turn in a chapter of the iconic luxury retailer&rsquo;s history marked by mounting losses, flagging turnaround efforts and substantial merger-related debt. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his research on US restaurant sales. According to Bloomberg Intelligence: December economic data reinforce view that US restaurant same-store sales will accelerate in 1H on easier comparisons, cheaper gas prices and relief from new tax rules.

Trump  Moves to Have Tech Giants Pay for Surging Power Costs 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4d6d4033-5903-42af-bf3a-b3d401287d99/transcript

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

Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova

- Myles Miller, Bloomberg News Senior Reporter, discusses New York City saying it’s suing a food-delivery technology provider for withholding pay from workers, signaling Mayor Zohran Mamdani’s get-tough approach to regulating app-based work. 

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TSMC earnings. Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S antitrust landscape into 2026. According to BI, big businesses in the US are likely to face uneven antitrust enforcement in 1H26. On the M&A front, most deals likely have a path to clearance, even those that raise concerns.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses her research on retailers and AI.
According to BI, even as retailers ramp up AI investment, impulse purchases still favor in-person engagement with agentic AI best suited for targeted, intent-driven shopping.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova - Myles Miller, Bloomberg News Senior Reporter, discusses New York City saying it&rsquo;s suing a food-delivery technology provider for withholding pay from workers, signaling Mayor&nbsp;Zohran Mamdani&rsquo;s get-tough approach to regulating app-based work.&nbsp; -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TSMC earnings. Taiwan Semiconductor Manufacturing Co.&nbsp;is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom. -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S antitrust landscape into 2026. According to BI, big businesses in the US are likely to face uneven antitrust enforcement in 1H26. On the M&amp;A front, most deals likely have a path to clearance, even those that raise concerns. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses her research on retailers and AI. According to BI, even as retailers ramp up AI investment, impulse purchases still favor in-person engagement with agentic AI best suited for targeted, intent-driven shopping.

NYC Sues Delivery App Over Lost Pay in Mamdani Crackdown 

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

Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix. Netflix is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company's studios and streaming businesses.

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Meta and big tech. Meta Platforms is beginning to cut more than 1,000 jobs from the company’s Reality Labs division, part of a plan to redirect resources from virtual reality and metaverse products toward AI wearables and phone features.

-Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: “The CEO Playbook to Navigating Trump.” Public feuds and protectionist threats have turned CEOs' dealings with the White House into a high-stakes game of loyalty and leverage. Bloomberg News spoke to experts and business leaders on how CEO's should navigate Trump's second term.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix. Netflix is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company's studios and streaming businesses. -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Meta and big tech. Meta Platforms is beginning to&nbsp;cut more than 1,000 jobs from&nbsp;the company&rsquo;s Reality Labs division, part of a plan to redirect resources from virtual reality and metaverse products toward AI wearables and phone features. -Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: &ldquo;The CEO Playbook to Navigating Trump.&rdquo; Public feuds and protectionist threats have turned CEOs' dealings with the White House into a high-stakes game of loyalty and leverage. Bloomberg News spoke to experts and business leaders on how CEO's should navigate Trump's second term.

Netflix Weighs Amending Warner Bros. Bid to Make It All Cash 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/320a9387-65d0-4db3-8d48-b3d201254b6a/transcript

Instant Reaction: Nvidia Sales Forecast Falls Short

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