Bloomberg Intelligence

Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion.
The company's outlook helped soothe concerns about a bubble in AI investments, with Chief Executive Officer Jensen Huang saying that customers are racing to invest in AI compute.
Nvidia shares rose about 4% in extended trading following the announcement, after the company reported revenue gained 73% to $68.1 billion in the fiscal fourth quarter, and profit was $1.62 a share, excluding certain items.

For instant reaction, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with analysts and experts from across the Bloomberg newsroom, including:
Bloomberg Tech Co-Host Ed Ludlow
Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners
Bloomberg Intelligence senior tech industry analyst Mandeep Singh
Bloomberg Intelligence Senior Technology Analyst Anurag Rana
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Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest at Paramount and Warner Bros. Discovery. Warner Bros. Discovery Inc. said a new buyout offer from Paramount Skydance Corp. could lead to a better deal than its existing agreement with Netflix Inc.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lowe's earnings. Lowe’s forecast sales guidance for the full year that fell short of expectations due to high borrowing costs and economic volatility.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX earnings. TJX reported sales during the holiday-shopping season above Wall Street expectations, but its forecast for this year shows growth slowing down, a sign the discount retailer’s boost from shoppers looking for deals may be fading.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses his research on AI disruption. Bloomberg Intelligence's AI disruption framework favors dominant platform-software providers selling into large corporations over point-solution companies whose main clients are smaller businesses.
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President Donald Trump delivered the longest State of the Union address of the television age Tuesday, declaring “a turnaround for the ages” as he tried to sell Americans on his economic program ahead of crucial midterm elections later this year.

The speech had all the ceremony, confrontation and chaos that have come to define the event in an era of narrow congressional majorities and partisan polarization. Democratic Representative Al Green was ejected from the chamber for disrupting the speech. Trump invited the gold-medal-winning men’s Olympic hockey team into the gallery amid chants of “USA! USA! USA!” He awarded several medals honoring veterans and active-duty service members.

And in more than 1 hour 47 minutes, the longest State of the Union in history, the president delivered a rally-like speech punctuated less by policy proposals than by political attacks.
For instant reaction and analysis, Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz speak with:
Bloomberg White House correspondent Jeff Mason
Rick Davis, Partner at Stonecourt Capital and Bloomberg Politics Contributor & Jeanne Sheehan Zaino, Democracy Visiting Fellow at Harvard Kennedy School's Ash Center and Bloomberg Politics Contributor
US Interior Secretary Doug Burgum
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Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Ed Ludlow, BTech Co-Anchor, discusses news that Meta Platforms will deploy data center gear based on processors from Advanced Micro Devices in a deal worth “double-digit billions” of dollars per gigawatt. Meta will buy AMD chips and computers designed to run artificial intelligence models over a five-year stretch.
-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery considering a new takeover bid from Paramount Skydance Corp., with its board set to review the proposal and respond.

-Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk plans to slash the US list prices for its blockbusters Wegovy and Ozempic next year as the drugmaker struggles to claw back a larger share of the obesity market.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Home Depot reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain.
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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk’s next-generation obesity shot delivering less weight loss than Eli Lilly & Co.’s rival blockbuster in yet another blow to the Danish company’s attempts to regain lost ground in the weight-loss market.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Domino’s Pizza. Domino’s Pizza Inc. shares jumped after the company reported a larger-than-expected rise in comparable sales, as consumers were drawn to the pizza chain’s budget-friendly pies.
- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses how tariffs are being impacted by the Supreme Court’s recent ruling on tariffs. According to Bloomberg Intelligence: Gap, Aritzia and Urban Outfitters are among apparel retailers that should see margins expand, with the US' global tariff set at 15% -- vs. an average 20% for the sector after the Supreme Court struck down President Donald Trump's sweeping levies.

-Holly Froum, Bloomberg Intelligence Litigation Analyst, discusses the legality of President Trump’s tariffs. According to Bloomberg Intelligence: the US Supreme Court's Feb. 20 ruling that the Trump administration's fentanyl trafficking and reciprocal tariffs are unlawful prompted President Trump to invoke Trade Act Section 122 to impose a 10% tariff effective Feb. 24.
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