Lisa Mateo
speaker
1,758 appearances
189 recordings
6 series
first heard Jul 2025
last heard 13 Sep
Lisa Mateo’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 — 188 in all, peaking in Feb 2026 with 84.
Appearances
This is Bloomberg Tech.
I think what was particularly, maybe not surprising, but impressive was 75% growth year on year on the data center space.
They're still investing, and these are going to signal good times to come for Nvidia, in our opinion.
Could it be any bigger than this?
And they basically said yes.
The reaction, very positive from some of Bloomberg TV's guests after NVIDIA posted its whopping numbers.
But the reaction in the shares is not.
We're off by 4.5%.
Let's bring in Bloomberg Tech equity reporter, Carmen Reinicke, for what your sources are telling you, because the numbers were stellar.
Everyone agrees.
Carmen, the market is now moving and the move is significant.
What are the single names that you're tracking and what's the impact been from Nvidia's move lower?
What's interesting is some parts of the supply chain or other areas that have benefited from the AI CapEx spend are still showing resilience.
I'm looking at Samsung traded in London, for example, is still holding on to gains.
SK Hynix had a whopping day over in Asia.
So there's still areas that are resilient, the optical part of the equation, for example.
Bloomberg's Carmen Reinecke, thank you very much.
Bloomberg Intelligence out with NVIDIA earnings reaction, noting the beats in the fourth quarter, but more impressively, that first quarter outlook, pointing to a stronger ramp of the GB300 system.
Bloomberg Intelligence Senior Analyst Kunjan Sabani with us.
This was what they used to explain margins, you know, the Blackwell ramp.
Showing 1121–1140 of 1,758 · page 57 of 88
← Previous
Next →