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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

Apple Forecasts Sales Growth Amid Memory Shortage | Bloomberg Tech 5/1/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s “aggressive push to enhance safety” that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s “aggressive push to enhance safety” that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its own targets.

Chapters:
00:00:00 – Intro
00:10:44 – OpenAI CFO Sees ‘Vertical Wall of Demand’
00:17:41 – Twilio CEO Khozema Shipchandler
00:26:50 – Roblox CEO David Baszucki
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

Roblox Shares Dive on Slower User Growth

Roblox stock plummeted after the company slashed its full-year bookings forecast, admitting that new age-verification and child-safety features are creating major short-term friction for user growth. Roblox CEO Dave Baszucki joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Roblox stock plummeted after the company slashed its full-year bookings forecast, admitting that new age-verification and child-safety features are creating major short-term friction for user growth. Roblox CEO Dave Baszucki joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Twilio CEO on Its ‘Milestone Quarter’

Twilio reported its fastest revenue growth in over three years, fueled by a massive surge in AI-driven demand. Twilio CEO Khozema Shipchandler discussed what he called a “milestone quarter” with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of…

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Twilio reported its fastest revenue growth in over three years, fueled by a massive surge in AI-driven demand. Twilio CEO Khozema Shipchandler discussed what he called a “milestone quarter” 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 and Ed Ludlow here:

 
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