Bloomberg Talks

Dan Ives, senor equity analyst and global head of tech research at Wedbush Securities, discusses Nvidia’s second-quarter results, the company’s strong global growth outside of China, and why he sees the chipmaker reaching a $5 trillion market cap “either by year end, or early 26.”

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Nvidia, the world’s most valuable publicly traded company, gave a tepid revenue forecast for the current period, fueling concerns that a massive run-up in artificial intelligence spending is slowing. Sales will be roughly $54 billion in the fiscal third quarter, which runs through October, the company said in a statement Wednesday. Though that was in line with the average Wall Street estimate, some analysts had projected more than $60 billion. The forecast excluded data center revenue from China, a market where it has struggled with US export restrictions and opposing pressure from Beijing.

The outlook adds to concern that pace of investment in artificial intelligence systems is unsustainable. The difficulties in China also have clouded Nvidia’s business. Though the Trump administration recently eased curbs on exports of some AI chips to that country, the reprieve hasn’t yet translated into a rebound in revenue.

For instant reaction and analysis, hosts Tim Stenovec and Isabelle Lee speak with:

• Bloomberg Intelligence Global Head of Technology Research Mandeep Singh
• Bloomberg News Big Tech Team Leader Sarah Frier
• Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners

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Counselor to Treasury Secretary Scott Bessent Joe Lavorgna discusses the ongoing clash between Donald Trump and Federal Reserve Governor Lisa Cook. He is joined by Bloomberg's Joe Mathieu and Tyler Kendall.

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Marc Short, Former Chief of Staff for Vice President Mike Pence, shares his thoughts on the ongoing troubles President Trump and the GOP are facing with the Jeffrey Epstein files and talks about how this issue may follow GOP members of Congress after the August recess. He also talks about whether or not he thinks a second rescissions package is likely and what to make of President Trump's visit to the Federal Reserve building. Marc Short speaks with Joe Mathieu and Tyler Kendall on the late edition of Bloomberg's "Balance of Power."

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Former US Treasury Secretary and Wall Street Week contributor Larry Summers speaks on the growing political pressure mounting over the Federal Reserve. He speaks with Bloomberg's Joe Mathieu

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NYC Mayor Eric Leroy Adams sits down Bloomberg Senior Reporter Myles Miller to speak on the city's crime record, Trump threatening to send National Guard troops, and his thoughts on his mayoral work while he seeks reelection. 

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Cadillac Formula 1 Team CEO Dan Towriss speaks on GM's Cadillac team joining Formula 1. He spoke with Bloomberg's Matt Miller and Katie Griefeld. 

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Bill Dudley, former New York Fed President and Bloomberg Opinion columnist, discusses independence of the Federal Reserve as President Donald Trump moves to fire Fed Governor Lisa Cook. His opinions are his own.

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Lael Brainard, former Vice Chair of the Federal Reserve, says the independence of the Federal Reserve is under attack with President Donald Trump trying to fire Lisa Cook. Brainard says Cook deserves due process and firing Cook could hurt the economy. She speaks to Annmarie Hordern on "Bloomberg Surveillance."

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Terrapower President & CEO Chris Levesque and Utah Governor Spencer J Cox join Bloomberg's Joe Mathieu to announce a new nuclear power plan for Utah. 

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