Carol Massar
speaker
1,353 appearances
37 recordings
3 series
first heard Dec 2024
last heard 12 Sep
Carol Massar’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 33 in all, peaking in Jul 2026 with 13.
Appearances
Also with us, Kunjan Sabani, Bloomberg Intelligence senior semiconductor analyst, and our own Ed Ludlow, a Bloomberg Tech co-host, holding down the fort in the San Francisco studio.
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The company gave investors a sales forecast, saying that revenue in the three months ending in July will be $91 billion.
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The company said in a statement, though analysts estimated $87 billion on average, projections surged as high as $96 billion, according to data compiled by Bloomberg.
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I want to bring back Kunjan Sabani, Bloomberg Intelligence Senior Semiconductor Analyst.
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I know, Kunjan, you've got to run in just a couple of minutes.
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What's your note going to be headlined tomorrow?
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All right.
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Kunjan Sabani's got to run.
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He's Bloomberg Intelligence's senior semiconductor analyst.
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Our roundtable, though, continues.
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We got Paul Meeks, head of technology research at Freedom Capital Markets, and Ed Ludlow, Bloomberg Tech co-host.
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Hey, Ed, I want to go back to you as you've had a little bit of time to digest this and actually read some of the coverage, too, from a big team here at Bloomberg News that's reporting on this.
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What continues to stick out to you from these results?
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Let's bring back Jay Goldberg, Seaport Research Partners analyst there.
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He, again, is the only analyst tracked by Bloomberg with a sell rating on NVIDIA.
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Jay, I imagine that this report is not enough, and I don't want to get in trouble with compliance or anything, but not enough for you to change your rating on NVIDIA?
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What is your bear case?
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What is your bear case on the company?
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And how do you see it?
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How do you see the stock falling so much in just the next 12 months?
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Showing 1081–1100 of 1,353 · page 55 of 68
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