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Nvidia’s Earnings Fortify Investors’ Faith in AI Trade

Ayako Yoshioka, portfolio consulting director at Wealth Enhancement Group, says AI-related valuations are reasonable. She discusses how Nvidia’s earnings are being digested by investors with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde…

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Ayako Yoshioka, portfolio consulting director at Wealth Enhancement Group, says AI-related valuations are reasonable. She discusses how Nvidia’s earnings are being digested by investors with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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2 Comments

2 Comments

  1. @m3chris1

    November 20, 2025 at 5:27 pm

    Not today 😢

  2. @g3user1usa

    November 20, 2025 at 6:06 pm

    Nvidia is doing OK, but with the circular deals, Nvidia is giving money to other companies to buy Nvidia GPUs. That’s just lending if those other companies don’t have their own cash on hand to buy those GPUs. Why don’t investors understand that circular deals are faking revenue for Nvidia? Is it that investors know this, but don’t care? If A. I. fizzles, current Nvidia revenue will be certainly unsustainable. There are already too many data centers that will strain energy and water demands in the near future. Nvidia may be making money supplying the shovels, but those shovels won’t likely be digging up much gold for all the greedy miners. Anyone whoever studied gold rush booms should realize they’re very short-lived and produced actual wealth for only a few people.
    I dislike the idea of A. I. causing humans to be unemployed. All citizens of a country should be employed to earn money to have a decent life. All this A. I. nonsense puts too much money into the hands of only a few people. That can’t be good for any country.

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Bloomberg Technology

Arm CEO Haas on Shifting From Smartphones to AI

Arm CEO Rene Haas speaks to Bloomberg’s Tom Mackenzie as the chip company positions itself for a major shift beyond smartphones, betting big on the rapid growth of cloud computing and data centers. This interview was recorded on March 23 for “Bloomberg Tech: Europe.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:  …

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Arm CEO Rene Haas speaks to Bloomberg’s Tom Mackenzie as the chip company positions itself for a major shift beyond smartphones, betting big on the rapid growth of cloud computing and data centers.
This interview was recorded on March 23 for “Bloomberg Tech: Europe.”
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Artemis II Safely Returns to Earth After Historic Moon Mission

NASA’s Artemis crew of four astronauts returned to Earth and splashed down in the Pacific Ocean, capping humanity’s first return to the moon in more than 50 years. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:  …

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NASA’s Artemis crew of four astronauts returned to Earth and splashed down in the Pacific Ocean, capping humanity’s first return to the moon in more than 50 years.
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Bloomberg Technology

Why Officials Are Worried About Mythos, Anthropic’s New AI

The advent of Mythos and AI models like it that can exploit well-hidden flaws in software points to a faster-moving, less predictable phase of the cyber arms race. Here’s what to know Original filename: Anthropic_threat_FINAL.mp4 ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with…

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The advent of Mythos and AI models like it that can exploit well-hidden flaws in software points to a faster-moving, less predictable phase of the cyber arms race. Here’s what to know

Original filename: Anthropic_threat_FINAL.mp4
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