Caroline Hyde

15 big movies a year.

We'll see whether that slate can be financed.

But what do we think about in terms of Nvidia, Ed?

Because we are rallying into the numbers.

I think the bar is high and we are rallying into the numbers.

Let's get a preview of Bloomberg's Ian King on NVIDIA.

You've covered this company for a really long time.

It does not typically miss earnings expectations, but it's probably the best lever of AI sentiment you can have.

What do you look for in a moment where beat or miss isn't really what it's about?

It's what Mr. Huang says on an earnings call that projects

A lot of optimism.

Analysts are really optimistic about the stock.

There's still only one sell rating, remains the same as always, Seaport.

78 buys and they do expect shares to rally some 263.

What do you think gets us there, Ian, in terms of a catalyst?

Because as we were hearing earlier, maybe we see the big bold bets from Jensen held until GTC.

Ian King, it's going to be busy.

Thanks so much for joining us ahead of it.

Meanwhile, that does it for this important edition of Bloomberg Tech.

We've got a lot to look forward to later this day, Ed.