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Nvidia’s Forecast Lifts AI Trade | Bloomberg Tech 11/20/2025

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company’s earnings and plans to buy Chronosphere for $3.35 billion. And AI pioneer Yann LeCun is leaving Meta to launch his own startup. Chapters: 00:00:00 – Bloomberg Tech…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company’s earnings and plans to buy Chronosphere for $3.35 billion. And AI pioneer Yann LeCun is leaving Meta to launch his own startup.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:04:55 – Michael Shepard, Bloomberg News
00:08:47 – Ayako Yoshioka, Wealth Enhancement Group
00:15:56 – Peter Elstrom, Bloomberg News
00:20:22 – Carmen Reinicke, Bloomberg News
00:23:50 – Ruben Roy, Stifel
00:29:01 – Nikesh Arora, Palo Alto Networks CEO
00:38:18 – Kunjan Sobhani, Bloomberg Intelligence
——–
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25 Comments

25 Comments

  1. @DouglasHardman-s7x

    November 20, 2025 at 4:51 pm

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  2. @PortKoehler

    November 20, 2025 at 4:51 pm

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    November 20, 2025 at 4:52 pm

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    November 20, 2025 at 4:52 pm

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  13. @WinstonHeath-o6z

    November 20, 2025 at 4:53 pm

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  14. @MathewMitten

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    November 20, 2025 at 4:53 pm

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  17. @CruzStory

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  23. @MaryamTsai

    November 20, 2025 at 4:54 pm

    I bought XA81P listening to your advice! Thank you!

  24. @TylerTromberg

    November 20, 2025 at 4:54 pm

    With my $2M portfolio on the line, should I double down on XA81P or play it safe as we near AUG 2025? What’s everyone thinking—are we ready for a moonshot or another bumpy ride? lets go XA81P!!!

  25. @EvenJeffrey

    November 20, 2025 at 4:54 pm

    XA81P Pumping🚀🚀🚀

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Bloomberg Technology

How India Is Training The Robots Of The Future

On today’s Big Take Asia podcast: How Indian workers are using iPhones to train humanoid robots, and what the race for real-world data means for the future of work. ——– 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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On today’s Big Take Asia podcast: How Indian workers are using iPhones to train humanoid robots, and what the race for real-world data means for the future of work.
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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Bloomberg Technology

Apple Debuts Foldable iPhone Duo in Biggest-Ever Device Revamp

Apple unveiled the company’s first foldable smartphone during a wide-ranging event Wednesday, betting that a new category can energize growth for its biggest-selling lineup. Chris Welch was there and explains what makes this such a big deal for the brand ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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Apple unveiled the company’s first foldable smartphone during a wide-ranging event Wednesday, betting that a new category can energize growth for its biggest-selling lineup. Chris Welch was there and explains what makes this such a big deal for the brand
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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Bloomberg Technology

Apple Kicks Off Ternus Era with First Foldable Phone | Bloomberg Tech 9/09/2026

Bloomberg’s Ed Ludlow is live from Apple Park in Cupertino for what could be the iPhone maker’s most consequential product launch in years. John Ternus is making his first major public appearance as Apple CEO and all eyes are on Apple’s highly anticipated first foldable iPhone, marking the biggest change to the iPhone’s form factor…

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Bloomberg’s Ed Ludlow is live from Apple Park in Cupertino for what could be the iPhone maker’s most consequential product launch in years. John Ternus is making his first major public appearance as Apple CEO and all eyes are on Apple’s highly anticipated first foldable iPhone, marking the biggest change to the iPhone’s form factor in almost 20 years.

00:00:00 – Bloomberg Tech Begins
00:01:10 – Mark Gurman, Bloomberg News
00:03:13 – Mike McKee, Bloomberg News
00:06:13 – Carolina Milanesi, Creative Strategies
00:12:16 – Mike McKee, Bloomberg News
00:15:36 – Nicole Peng, Omdia
00:22:25 – Ronan Martin, Bloomberg News
00:25:02 – Mike McKee, Bloomberg News
00:26:53 – Carmen Reinicke, Bloomberg News
00:28:17 – Nabila Popal, IDC
00:33:46 – Mike Shepard, Bloomberg News
00:37:31 – Abigail Denburg, Covenant
00:42:35 – Chris Welch, Bloomberg News
——–
“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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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

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