Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy
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This is Bloomberg Tech coming up. All eyes on NVIDIA. After the closing bell today, we'll discuss investor expectations and a lot more. Plus, Anthropic loosens its central safety policy, once core to its mission, amid a growing dispute with the U.S. Defense Department over guardrails. And Sequoia partner Alfred Lin joins us with the CEO of his new portfolio company, Rose Spaces, Michael Manipat. Later this hour. From private markets, we go back to the public markets that get a little bit of a reprieve today. And we're up more than a percentage point on the Nasdaq 100. And this is as we anticipate Nvidia. This is as we, of course, digest what was said at the State of the Union. Rose tinted glasses is some of the viewpoint there.
Bitcoin, though, up more than 5%, having its best day since February the 6th. What are you looking at? I'm looking at Nvidia. We are anticipating its earnings. It is a high stake earnings moment for markets more broadly. And the stock's up 1.8% going into it. Again, this is after the closing bell. 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.
What are the metrics you're looking for? Yeah, I mean, look, we again expect them to beat by mid-single to high single digits. But as you said, you know, stock has not done much since ES because most of that goodness has already been digested and priced in. So investors are waiting for that next big thing, which I don't think he will drop today because remember, GTC is around the corner. So he might want to save it for that. We are, though, looking for an upside to that $500 billion pipeline for 2026 and any signals he can give us regarding demand. spilling into 2027. So that will be key for investors.
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?
I think he gave a lot more at CES, which generally he does not, saves it for GTC about Vera Rubin. So the concerns of the hiccups in manufacturing there are much less.
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