Bloomberg Surveillance

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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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature our conversations with Bloomberg Intelligence’s Mandeep Singh & Sonal Desai of Franklin Templeton.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Featuring:
Julian Emanuel, Senior Managing Director & Chief Equity & Quantitative Strategist at Evercore ISI
Adam Posen, President of the Peterson Institute for International Economics
Kelly Ann Shaw, Partner at Atkin Gump Strauss Hauer & Feld LLP
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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, February 25th, 2026
Featuring:
1) Seema Shah, Chief Global Strategist at Principal Asset Management, on the macroeconomic impact of trade policy uncertainty.
2) Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, previews Nvidia earnings.
3) Sonal Desai, CIO: Fixed Income at Franklin Templeton, talks asset allocation strategy amid AI disruption fears.
4) Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, reacts to last night's State of the Union address.
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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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