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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

    Bought XA81P at 0.9 and up 536% with more to grow… Zero to hero…

  2. @PortKoehler

    November 20, 2025 at 4:51 pm

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  3. @JørgenReynoso

    November 20, 2025 at 4:52 pm

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  4. @RachelleMckenna

    November 20, 2025 at 4:52 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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    November 20, 2025 at 4:52 pm

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    November 20, 2025 at 4:52 pm

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  11. @DominicOntiveros-h6d

    November 20, 2025 at 4:52 pm

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  12. @BillyHerrera-o1s

    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

    November 20, 2025 at 4:53 pm

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  15. @KatjaMoll-n1y

    November 20, 2025 at 4:53 pm

    XA81P will at least 30X! I love that project!!

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    November 20, 2025 at 4:53 pm

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  17. @CruzStory

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    November 20, 2025 at 4:53 pm

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  19. @BorisLord-i1r

    November 20, 2025 at 4:53 pm

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  20. @KotlerJaffe

    November 20, 2025 at 4:53 pm

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  21. @BettinaHolton

    November 20, 2025 at 4:53 pm

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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

OpenAI Will Keep Driving Down Prices, Sam Altman Says

OpenAI CEO Sam Altman says the company wants to keep driving down the price of artificial intelligence. He talks about the launch of their new AI agent called Dots with Bloomberg’s Ed Ludlow. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow…

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OpenAI CEO Sam Altman says the company wants to keep driving down the price of artificial intelligence. He talks about the launch of their new AI agent called Dots with Bloomberg’s Ed Ludlow.
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Bloomberg Technology

OpenAI Holds Back Astra Model Over Safety Concerns

OpenAI is holding back a version of its advanced Astra model while it develops stronger safeguards, offering one of the clearest examples yet of what the company’s call for “pacing” AI development means in practice. Bloomberg’s Natasha Mascarenhas discusses concerns that the model wasn’t reliably staying within its authorized scope, and recent incidents involving OpenAI…

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OpenAI is holding back a version of its advanced Astra model while it develops stronger safeguards, offering one of the clearest examples yet of what the company’s call for “pacing” AI development means in practice. Bloomberg’s Natasha Mascarenhas discusses concerns that the model wasn’t reliably staying within its authorized scope, and recent incidents involving OpenAI models accessing outside systems. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

Can AI Make the Federal Government More Efficient?

Council on Foreign Relations senior fellow Sebastian Mallaby discusses the Trump administration’s push to use AI to make the federal government more accessible and efficient, while navigating a growing divide over how quickly the technology should advance. He also examines the evolving relationship between President Trump and Anthropic CEO Dario Amodei, whose warnings about AI…

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Council on Foreign Relations senior fellow Sebastian Mallaby discusses the Trump administration’s push to use AI to make the federal government more accessible and efficient, while navigating a growing divide over how quickly the technology should advance. He also examines the evolving relationship between President Trump and Anthropic CEO Dario Amodei, whose warnings about AI risk contrast with the administration’s focus on accelerating US development and maintaining its lead over China. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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