Bloomberg Daybreak: Asia Edition Bloomberg Daybreak Weekend: Nvidia Earnings Preview
15 snips
Nov 15, 2025 Kunjan Sabani, a senior semiconductor analyst, provides insights on NVIDIA's earnings and the challenges of balancing supply and demand amid shifting China relations. Jen Bartaschus discusses Target's adaptive strategies in a tough retail environment, while elaborating on Walmart's competitive edge. Suzanne Lynch analyzes the European Business Summit's focus on regulatory issues and EU competitiveness. Paul Jackson highlights Japan's anticipated GDP contraction and the impacts of tariffs and a weak yen on the economy.
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Blackwell Ramp Could Reignite Nvidia Upside
- NVIDIA's Blackwell 300 ramp looks stronger and could return the company to steady beat-and-raise cadence.
- A low double-digit beat would meaningfully boost sentiment given hyperscaler capex increases and a large product pipeline.
Hyperscaler Capex Lifts Multi-Year Demand
- Hyperscalers raised 2025–26 capex projections, adding momentum to NVIDIA's multi-year demand story.
- Kunjan cites a $500 billion pipeline Jensen Huang referenced as key to 2026 upside.
Taiwan Ties And China Headwinds Shape Supply
- Taiwan and TSMC remain critical to NVIDIA's supply chain and on-shoring efforts, including U.S. fabs.
- China revenue barriers persist, and this quarter likely won't show material China sales.