Bloomberg Surveillance

Nvidia CEO Jensen Huang discusses the "off the charts" sales of the Blackwell advanced graphics processing unit (GPU), the company's new Vera Rubin platform and the outlook for demand from China with Bloomberg Tech co-host Ed Ludlow, in a special conversation as heard on Bloomberg TV and Radio.

See omnystudio.com/listener for privacy information.

Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion. 

The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such equipment isn’t sustainable. Nvidia shares gained about 4% in late trading after the report was released. They had been up 39% this year through the close.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:

• Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners
• Bloomberg Tech Co-Host Ed Ludlow
• Bloomberg News Big Tech Team Leader Sarah Frier

See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with Bank of Nassau’s Win Thin & Mandeep Singh of Bloomberg Intelligence. 

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

See omnystudio.com/listener for privacy information.

• Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth 
• Frances Donald, Chief Economist at RBC 
• Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI 
• Libby Cantrill, Managing Director and Head of Public Policy at PIMCO 

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares why she’s expecting a market rally into year end. Frances Donald, Chief Economist at RBC, discusses her expectations for Thursday’s jobs report. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, explains what factors he sees driving a market shift. Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, breaks down the likelihood of tariff dividend checks and what it could mean for the White House’s shift toward affordability.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, November 19th, 2025

Featuring:
1) Carol Schleif, Chief Market Strategist at BMO Private Wealth, examines whether markets can sustain momentum amid volatility and fiscal uncertainty.
2) Win Thin, Chief Economist at Bank of Nassau, discusses policy divergence among Fed policymakers and his outlook for the US economy into 2026.
3) Scott Diamond, Co-Head of the Municipal Bond Team at Goldman Sachs, on why heavy issuance and a steeper curve are making the 10–20-year muni space compelling.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times report on Paramount Skydance's David Ellison seeking backing from Saudi Arabia's sovereign wealth fund for its bid to buy rival Warner Bros. Discovery, and a Wall Street Journal story on a Gustav Klimt painting that sold for a historic $236.4 million.

See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with Stuart Kaiser of Citi & PIMCO’s Tony Crescenzi. 

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

See omnystudio.com/listener for privacy information.

• Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management 
• Stephanie Roth, Chief Economist at Wolfe Research 
• Kay Herr, CIO: US GFICC at JPMorgan Asset Management 
• Rep. French Hill, Chairman of the House Financial Services Committee 

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, discusses whether the resilient US consumer can sustain growth as credit stress mounts. Stephanie Roth, Chief Economist at Wolfe Research, gives her assessment of the US economy ahead of Thursday’s jobs report. Kay Herr, CIO: US GFICC at JPMorgan Asset Management, discusses the Fed’s hawkish tone and how limited data may shape the December meeting. Rep. French Hill, Chairman of the House Financial Services Committee, talks potential tariff dividend checks and the state of play in post-shutdown Washington.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, November 18th, 2025

Featuring:
1) Stuart Kaiser, Head of US Equity Trading Strategy at Citi, examines the pullback in retail and tech as investors brace for volatility around Fed policy.
2) Angela Stent, Senior Fellow at the American Enterprise Institute, discusses proposed Senate legislation to sanction Russia's trading partners and President Trump's White House meeting with Saudi Arabia's Crown Prince Mohammed bin Salman.
3) Randy Schwimmer, Vice Chair & Chief Investment at Churchill Asset Management, talks resilient private credit valuations and investor-friendly conditions extending into 2026.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times report on the UK's plan to ban resale of live event tickets above face value, and a Wall Street Journal story on how the world's most watched YouTube video has yet to make its creator rich.

See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature our conversations with Henrietta Treyz of Veda Partners & Citi's Ron Josey.

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

See omnystudio.com/listener for privacy information.

• Torsten Slok, Chief Economist at Apollo Global Management 
• Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods 
• Terry Haines, Founder at Pangaea Policy 
• Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank 

Torsten Slok, Chief Economist at Apollo Global Management, shares his expectations for the first official post-shutdown US economic data due Thursday. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on what Nvidia’s earnings will mean for the broader tech sector. Terry Haines, Founder at Pangaea Policy, discusses President Trump’s willingness to back proposed Senate legislation to sanction countries doing business with Russia. Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, on balancing productivity gains from AI with persistent inflation pressures.

See omnystudio.com/listener for privacy information.