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Nvidia Forecast Underwhelms | Open Interest 2/26/2026
1:27:15
Bloomberg Television
Nvidia Forecast Underwhelms | Open Interest 2/26/2026
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Nvidia’s strong forecast still isn’t convincing investors the AI boom will pay off. Private credit flashing risk — software defaults could hit 15%. A bidding war erupts for Janus Henderson. We’ll talk AI gains with Blackstone’s Viral Patel, auto strength with Magna CEO Swamy Kotagiri, and the boom in collectible cars with Broad Arrow’s Kenneth Ahn. Chapters: 00:00:01 - Bloomberg: Open Interest begins 00:00:41 - Morning Movers: Nvidia, Salesforce 00:01:53 - Upbeat Nvidia Forecast Met With Lukewarm Reaction 00:03:05 - Salesforce Gives Disappointing Sales Outlook 00:04:30 - Paramount Earnings Beat Amid Warner Bros. Bidding War 00:07:43 - Victory Capital Offers to Buy Janus Henderson 00:11:58 - High Interest | Iran Talks Resume in Geneva 00:13:14 - Vijay Rakesh, Mizuho Securities Senior Analyst 00:25:04 - Ann Berry, Threadneedle Ventures Founder 00:34:23 - Top Calls | NASDAQ, U.S. Bancorp, Nvidia 00:35:25 - Nvidia's Earnings Beat Fails to Stoke AI Trade 00:40:56 - Stellantis Strikes Bullish Tone on N. America Outlook 00:44:35 - Brooke May, Evans May Wealth Managing Partner 00:53:07 - High Interest | Blackstone Sells Bonds Amid Loan Loss 00:54:29 - Viral Patel, BXPE CEO 01:05:31 - Swamy Kotagiri, Magna International CEO 01:13:42 - Morning Movers: Stellantis, Celsius Holdings, Hertz 01:14:48 - Marc Pinto, Moody's Ratings Global Head of Private Credit 01:22:50 - Kenneth Ahn, Broad Arrow Auctions President -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Feb 26, 2026
CalPERS 'Not Too Concerned' About Software Exposure, CEO Frost Says
8:52
Bloomberg Television
CalPERS 'Not Too Concerned' About Software Exposure, CEO Frost Says
Marcie Frost, CEO of California Public Employees Retirement System (CalPERS), discusses the pension fund giant's exposure to private markets and portfolio strategy on "Bloomberg Markets." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Feb 26, 2026
Nvidia Delivers 'Michael Jordan' Like Numbers, Ives Says
6:51
Bloomberg Television
Nvidia Delivers 'Michael Jordan' Like Numbers, Ives Says
Dan Ives, Global Head of Tech Research at Wedbush Securities, reacts to Nvidia earnings. Nvidia Corp.’s latest sales forecast drew a bearish response from investors, signaling that concerns over a potential bubble continue to weigh on the dominant maker of artificial intelligence processors. The shares fell as much as 3.4% after trading got underway in New York on Thursday. That came after the chipmaker gave a first-quarter outlook that easily beat the average analyst estimate and Nvidia delivered a 73% surge in fourth-quarter revenue.  While explosive sales growth has turned Santa Clara, California-based Nvidia into the world’s most valuable company — sending shares up about 44% in the last 12 months — investors are seeking stronger assurances that the booming spending can be maintained.  Shareholders still have questions “over whether the current AI spending wave can sustain growth beyond the next few years, and whether Nvidia will remain as dominant as AI shifts from training models to running everyday tasks,” analysts at Hargreaves Lansdown said in a note after the results.  Chief Executive Officer Jensen Huang pushed back on the concerns during Wednesday’s call, arguing that customers are already making money from their newly acquired computing power. That’s why clients will keep investing at elevated levels, he said. “You need compute capacity, and that translates directly to growth, and that translates directly to revenues,” Huang said. “I’m confident their cash flows are growing.” -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Feb 26, 2026
Bloomberg Surveillance 2/26/2026
2:24:11
Bloomberg Television
Bloomberg Surveillance 2/26/2026
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:00:00 - Bloomberg Surveillance starts 00:05:48 - Angelo Zino, CFRA Research 00:16:45 - Ed Yardeni, Yardeni Research 00:31:49 - Andrew Bishop, Signum Global 00:41:49 - Gregg Moskowitz, Mizuho Securities 00:52:22 - Emily Roland, JH Investment Management 01:05:14 - Dan Ives, Wedbush Securities 01:18:02 - Kate Johnson, Lumen Technologies 01:29:15 - Matt Brill, Invesco 01:39:26 - John Bilton, JPMorgan Asset Management 01:55:46 - Pierre Ferragu, New Street Research 02:04:11 - Nela Richardson, ADP 02:17:31 - Tony Wang, T. Rowe Price -------- Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV. Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9 Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com Follow Surveillance on X at: https://twitter.com/bsurveillance Follow the hosts: Jonathan Ferro: https://twitter.com/FerroTV Lisa Abramowicz: https://twitter.com/lisaabramowicz1 Annmarie Hordern: https://twitter.com/annmarie Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/
Published Feb 26, 2026