Caroline Hyde

speaker

8,902 appearances 181 recordings 4 series first heard Aug 2025 last heard 12 Jun

Caroline Hyde’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.

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Bloomberg Tech · Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy · 25 Feb 2026 podcast

And the expectation is this is a $66 billion quarter, most of that coming from data center.

We're bracing because the options market is telling us that there'll be a 5% swing in either direction.

But if you look back at the last eight quarters and

Actually, the reaction is typically pretty muted, but NVIDIA has fallen in at least four out of the last six post-earnings sessions.

And then there's the guidance, so to speak.

Bloomberg Intelligence Senior Analyst Kunjan Sabani joins us with what to expect.

In your preview, we think about the April quarter, the current period and how that's going to go.

And actually, what you reflect on is if you go back to CES that first week of January, they kind of told us how it's going.

Can you tell us about how much we need to understand in terms of any potential bottlenecks with Rubin, how we're seeing manufacturing progress?

Is there anything he can do to alleviate concerns there?

There is this part where the story of technology marries with their financials, and that's probably in margins.

Margins are at 75% right now.

One of the things you spotted last quarter was the increasing proportion of content that NVIDIA holds in the server design.

used to be just the GPU, so much more now.

Is that where the pressure is, like 75% margin maintaining that?

Kunjan Sabani, it's going to be a busy day.

Thank you for joining us at Bloomberg Intelligence.

Look, investors are looking to NVIDIA for some sort of fresh clues on the AI market's impact.

Our next guest warns the biggest risk to equities is a breakdown in the AI trade.

Martin Norton, chief investment strategist at Empower, saying that if there's clear evidence that AI won't be as transformative as expected, it could undermine a major growth engine for both the U.S.

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