Nvidia, the chipmaker at the heart of an artificial intelligence boom, delivered a revenue forecast that failed to meet the highest expectations, suggesting that the company’s dizzying growth run has its limits. For reaction and analysis, Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology cohost Caroline Hyde, Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani, Bloomberg News equities reporter Ryan Vlastelica and Bloomberg News earnings reporter Redd Brown 

Nvidia, the chipmaker at the heart of an artificial intelligence boom, delivered a revenue forecast that failed to meet the highest expectations, suggesting that the company’s dizzying growth run has its limits. For reaction and analysis, Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology cohost Caroline Hyde, Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani, Bloomberg News equities reporter Ryan Vlastelica and Bloomberg News earnings reporter Redd Brown

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

Special Edition: Nvidia Forecast Misses Loftiest AI Estimates

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5748c961-f3e9-4efe-ad96-b22e0174ae46/transcript

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

Hosts: Paul Sweeney and Scarlet Fu 

On this podcast:

- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings.
- Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings.
- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Six Flags Entertainment earnings.
- Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses how AI is driving office demand despite fears of job cuts.
- Edward Najarian, Bloomberg Intelligence Consumer Finance Analyst, discusses his latest research on American Express.
-  Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway 13F filings for the fourth quarter.
- Randall Williams, Bloomberg Business of Sports Reporter, discusses MSG Sports considering splitting  its’ Knicks and Rangers businesses.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp; Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. - Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Six Flags Entertainment earnings. - Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses how AI is driving office demand despite fears of job cuts. - Edward Najarian, Bloomberg Intelligence Consumer Finance Analyst, discusses his latest research on American Express. -&nbsp; Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&amp;C Insurance, discusses Berkshire Hathaway 13F filings for the fourth quarter. - Randall Williams, Bloomberg Business of Sports Reporter, discusses MSG Sports considering splitting&nbsp; its&rsquo; Knicks and Rangers businesses. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

BI Weekend: Deere, Walmart Earnings, Berkshire Hathaway 13F Filings 

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the impact of the Supreme Court tariff ruling on retail. Retail and apparel stocks from Nike  to Target Corp. spiked following the Supreme Court’s ruling to strike down President Donald Trump’s tariffs. 

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst,  discusses the impact of tariffs on autos. Trade-related stocks, including retailers, industrials and autos, spiked Friday after the US Supreme Court struck down Donald Trump’s sweeping global tariffs. 

-Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the impact of tariffs on tech.
Despite the Trump administration leveraging the International Emergency Economic Powers Act (IEEPA) to legally impose tariff across its trading partners, the decision does not impact all of Trump’s tariff but invalidates those implemented under the IEEPA. 

-Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” discusses tariffs. The court's decision invalidates Trump’s tariffs, including those imposed on goods from Canada, Mexico, and China, and could cut the US average effective tariff rate by more than half.

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 Scarlet Fu -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the impact of the Supreme Court tariff ruling on retail. Retail and apparel stocks from Nike &nbsp;to Target Corp. spiked following the Supreme Court&rsquo;s ruling to strike down President Donald Trump&rsquo;s tariffs.&nbsp; -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst,&nbsp; discusses the impact of tariffs on autos. Trade-related stocks, including retailers, industrials and autos, spiked Friday after the US&nbsp;Supreme Court struck down Donald Trump&rsquo;s sweeping global tariffs.&nbsp; -Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the impact of tariffs on tech. Despite the Trump administration leveraging the International Emergency Economic Powers Act (IEEPA) to legally impose tariff across its trading partners, the decision does not impact all of Trump&rsquo;s tariff but invalidates those implemented under the IEEPA.&nbsp; -Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of &ldquo;Masters in Business&rdquo; discusses tariffs. The court's decision invalidates Trump&rsquo;s tariffs, including those imposed on goods from Canada, Mexico, and China, and could cut the US average effective tariff rate by more than half.

Retail Stocks Jump After Supreme Court Strikes Down US Tariffs 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/88edb5e2-cbb9-4497-9f71-b3f701278ad2/transcript

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. Walmart issued a full-year earnings forecast that missed Wall Street’s expectations, citing the need for flexibility in unpredictable times for consumers.

-Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Deere shares climbed as the company boosted its annual profit outlook, anticipating a long-awaited upturn in the agriculture economy.

-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Six Flags earnings. Six Flags Entertainment Corp. reported 2025 earnings and revenue that were slightly ahead of analyst estimates as the company works to rebound from lackluster attendance.

-Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses the latest at Nestle. Nestlé's new CEO Philipp Navratil forecast sales and profit growth and revealed plans to reorganize the company despite the biggest infant formula recall in its history.

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 Scarlet Fu -Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. Walmart issued a full-year earnings forecast that missed Wall Street&rsquo;s expectations, citing the need for flexibility in unpredictable times for consumers. -Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Deere shares climbed as the company boosted its annual profit outlook, anticipating a long-awaited upturn in the agriculture economy. -Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Six Flags earnings. Six Flags Entertainment Corp. reported 2025 earnings and revenue that were slightly ahead of analyst estimates as the company works to rebound from lackluster attendance. -Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses the latest at Nestle. Nestl&eacute;'s new CEO Philipp Navratil forecast sales and profit growth and revealed plans to reorganize the company despite the biggest infant formula recall in its history.

Walmart’s Cautious Outlook Reflects Uneven State of US Economy 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e90c30ab-b3b9-4b23-920f-b3f60122c64c/transcript

Special Edition: Nvidia Forecast Misses Loftiest AI Estimates

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