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Moody's Analytics Chief Economist Mark Zandi says Nvidia's earnings prove that the AI investment cycle is a "juggernaut" and critical to economic growth on "Balance of Power: Evening Edition."
Bloomberg's Laura Benitez joins Dani Burger on "Bloomberg Deals." Private equity managers are using structured equity deals to placate investors frustrated by a lack of cash returns, as many firms struggle to exit investments and send money back to investors.
Nvidia, the chipmaker at the heart of the artificial intelligence boom, delivered a sales forecast that fell short of the highest estimates, adding to investor concerns that AI spending is poised for a slowdown. Revenue in the current period will be $108 billion, plus or minus 2%, the company said in a statement Wednesday. Though analysts had estimated $105.2 billion on average, some projections exceeded $110 billion, according to data compiled by Bloomberg. Kunjan Sobjani, Bloomberg Intelligence Senior Semiconductor Analyst and Bloomberg Tech Host Ed Ludlow react to earnings
Jason Greenberg, Global Head of IB Strategy, Executive Chairman of TMT investment banking at Jefferies joins Dani Burger on "Bloomberg Deals." They discuss software investments, AI dealmaking, and private equity's struggle to exit investments.
Jack Ablin, founding partner and chief investment strategist at Cresset, says Nvidia is "sitting at the North Pole and any step they take is going to be a step south." Speaking on "Bloomberg The Close," Ablin also says the AI landscape is "remarkably healthy."
Maria Goodpaster, partner at McKinsey & Company, Kate Dorsey, managing director at Stonepeak, and Melissa Kalka, M&A, private equity partner Kirkland & Ellis, join Dani Burger on "Bloomberg Deals." They discuss the increasing political and community pushback to growing construction of data centers.
Bloomberg's Loukia Gyftopoulou joins Dani Burger on "Bloomberg Deals." Victory Capital Holdings Inc. agreed to buy First Eagle Investments in a deal that would propel the combined firm's assets under management to about $571 billion.
Jay Goldberg, Seaport Research Partners semiconductors and electronics senior analyst, reacts to Nvidia's second-quarter earnings and sales forecast on "Bloomberg The Close."
Nvidia delivered a sales forecast that left some investors underwhelmed, adding to concerns about the momentum of AI spending. Bloomberg Intelligence's Mandeep Singh discusses the key takeaways from the results on "Bloomberg The Close."
Bloomberg's Hannah Miller joins Dani Burger on "Bloomberg Deals." Paramount has acknowledged that it's considering a wide range of options to settle lawsuits challenging its $110 billion acquisition of Warner Bros. Discovery.
Oura, a maker of smart rings that track health, fitness and sleep, and some of its backers are seeking to raise as much as $3 billion in a US IPO, according to people familiar with the matter. Bloomberg's Scarlet Fu reports on "Bloomberg Deals."
Tim Archer, CEO of Lam Research, said that his company is investing over a billion dollars to stay ahead of AI buildout demand and the accelerating pace of AI innovation. Archer said that new AI models are demanding more computational power, bandwidth and storage and Lam Research is focused on semiconductor chip innovation to meet those needs.
