EconomyThe program examines Nvidia’s strong outlook, Warsh’s trip to Jackson Hole and the Federal Reserve’s challenge of navigating a “tale of two economies.” Guests also discuss execution risks tied to Nvidia’s 70% growth forecast and pressure on TikTok from Meta’s settlement.
Bloomberg Television
EconomyUS futures rose after Nvidia’s bullish outlook strengthened confidence that the rapid expansion of artificial-intelligence spending will continue for longer. The US government is reportedly investigating Singapore-based Apex Logistics over suspected involvement in smuggling Nvidia AI chips to China, potentially leading to the first action against a transportation company allegedly involved in illegal semiconductor trade.
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TechReuters’ AI roundup covers Nvidia’s earnings surpassing expectations and a ban on AI-generated music, along with the latest stories from the artificial intelligence sector.
Reuters
EconomyWall Street rose after NVIDIA posted another blockbuster quarter and offered a bold 2027 growth forecast, giving the artificial intelligence boom fresh momentum. Investors are focused on Jackson Hole after new PCE inflation data kept pressure on the Federal Reserve. Oil prices fell as markets bet diplomacy could ease disruptions around the Strait of Hormuz.
Reuters
EconomyNvidia offered a bullish sales outlook for fiscal 2028, easing investor concerns that AI spending could lose momentum and that the AI economy may be in a bubble.
Bloomberg Television
TechNvidia forecasts about 70% revenue growth in fiscal 2028, well above analysts’ 45% estimate. The upbeat outlook relieved investors worried that the artificial-intelligence economy could be in a bubble.
Bloomberg Television
EconomyBloomberg Television’s The Asia Trade highlights Nvidia’s CFO saying revenue could grow about 70% in fiscal 2028, along with the Bank of Korea’s rate hike. The program also reports that Amazon plans to buy 2 million Nvidia chips.
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TechNvidia reported second-quarter revenue of US$89 billion, up 117 per cent year on year, easily beating consensus estimates. It forecast third-quarter revenue of US$108 billion. Shares initially fell after the results before rebounding, reflecting Wall Street’s elevated expectations for the leading AI chip designer, analyst Bob O’Donnell said.
TechNvidia expects revenue to rise 70% in the next fiscal year, highlighting continued strong demand for AI computing. Its shares initially fell more than 1% in extended trading before climbing nearly 5%.
Reuters
EconomyBloomberg Television delivers news and analysis around the closing bell on Wall Street, focusing on Nvidia’s impressive results despite a decline in its shares. The program features guests from Northwestern Mutual, JPMorgan Asset Management, Telsey Advisory Group, NYU and Gabelli Funds.
Bloomberg Television
EconomyMoody’s Analytics Chief Economist Mark Zandi says Nvidia’s earnings show that the AI investment cycle is a “juggernaut” and essential to economic growth.
Bloomberg Television
EconomyJay Goldberg, a senior analyst covering semiconductors and electronics at Seaport Research Partners, discusses Nvidia’s second-quarter earnings and sales forecast on Bloomberg Television, saying the results are not “impressive enough.”
Bloomberg Television
EconomyNvidia’s sales forecast disappointed some investors, adding to concerns about the momentum behind AI spending. Bloomberg Intelligence’s Mandeep Singh discusses the main takeaways from the results.
Bloomberg Television
EconomyUS equity futures fluctuate and Treasuries decline ahead of Nvidia’s quarterly results and July PCE data, the Federal Reserve’s preferred inflation measure. The Trump administration is considering more trade measures against Canada after Prime Minister Mark Carney announced dollar-for-dollar retaliation against new US tariffs.
Bloomberg Television
EconomyWall Street is awaiting Nvidia’s Wednesday afternoon earnings, focusing not only on the chipmaker’s figures but also on what they could mean for AI investors and the broader market. Treasury Secretary Scott Bessent’s surprise plan to expand bond buybacks and reduce US borrowing costs has drawn sharp debate, while market metrics and positioning suggest it is already having an effect.
Bloomberg Television
EconomyWall Street’s main indexes finished higher as technology shares recovered from a selloff ahead of AI heavyweight Nvidia’s results. Investors also found some relief from falling oil prices and bond yields.
Reuters
EconomyAnna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore examine the key themes for analysts and investors on Bloomberg: The Opening Trade, focusing on expectations for Nvidia and Warsh.
Bloomberg Television
EconomyNvidia shares slid ahead of the company’s earnings report as technology stocks retreated in a review of the U.S. market close.
Bloomberg Television
EconomyNvidia’s Wednesday earnings report is expected to underscore its commanding position, with analysts forecasting nearly doubled year-over-year quarterly revenue of $92 billion. Its cash generation and high margins are also making the AI-chip market more attractive, potentially giving AI stocks another major catalyst.
Bloomberg Television
TechNvidia has told its biggest customers that prices for servers containing its artificial-intelligence chips are rising by more than 15% in many cases, as memory-chip costs surge.
Bloomberg Television
TechDan Ives, a partner and senior managing director at Yorkville Ives & Co., previews Nvidia’s quarterly earnings as the company tells customers that servers containing its artificial-intelligence chips will cost more than 15% more in many cases. Ives views the increase as broadly positive for the technology sector.
Bloomberg Television
TechSam Palmisano says the AI boom rests on long-term investments in data centers, chips and energy, while AI software is evolving extremely quickly. If adoption slows or cheaper Chinese open-source models gain ground, Big Tech may need to rethink the spending plans driving today’s AI race.
Bloomberg Television
EconomyTraders remain cautious as loose fiscal policy and heavy borrowing by the biggest spenders on artificial-intelligence buildout are expected to keep yields elevated.
Bloomberg Television
EconomyBloomberg’s Real Yield examines cooling U.S. wholesale inflation, what the latest inflation data means for markets, and when the Federal Reserve may move interest rates. The program also highlights Nvidia’s $500 billion plan and features fixed-income and investment strategists.
Bloomberg Television