Instant Reaction: Nvidia Sales Forecast Falls Short

Ed Ludlow, a co-host of Bloomberg Technology, and Kunjan Sobhani, a Senior Semiconductor Analyst at Bloomberg Intelligence, delve into Nvidia's latest earnings forecast that fell short of high expectations. They discuss the implications of this forecast on investor sentiment and the company's recent revenue performance. The conversation highlights Nvidia's significant $30 billion earnings and strategic moves like share buybacks. The duo also explores upcoming product launches, including the new AI accelerator, Blackwell, and its potential impact on Nvidia's market position.