Nvidia, the chipmaker at the center of an AI spending boom, gave solid quarterly results and a bullish revenue forecast for the current period, even if the numbers didn’t reach the blowout level that some investors were banking on.

The outlook comes at a shaky time for the AI industry. Nvidia shares have dipped this year on concerns that data center operators will slow spending. Chinese startup DeepSeek also sparked fears that chatbots can be developed on the cheap, potentially reducing the need for Nvidia’s powerful chips for AI.

For instant reaction, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with analysts and experts from across the Bloomberg newsroom, including:

• Bloomberg News earnings reporter Redd Brown
• Bloomberg Technology co-host Caroline Hyde
• Bloomberg Intelligence senior tech industry analyst Mandeep Singh
• Bloomberg News senior editor for technology and strategic industries Michael Shepard

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Erik Wasson, Bloomberg Congressional Reporter, discusses House Republicans passing a budget blueprint calling for deep cuts in safety-net programs such as Medicaid, paving the way for $4.5 trillion in tax cuts. Daniel McGahn, AMSC CEO, discusses company earnings and the energy sector. Matt Stucky, Chief Portfolio Manager, Equities, at Northwestern Mutual Wealth Management, discusses the markets and looks ahead to Nvidia earnings.

Hosts: Paul Sweeney and Alix Steel

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

Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Carol Schleif, Chief Investment Officer, at BMO Family Office, discusses her outlook for the markets. Tom Orlik, Bloomberg Economics Chief Economist, talks about the Trump administration planning to expand efforts to limit China's technological advancements. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets.

Hosts: Paul Sweeney and Alix Steel

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