Bloomberg Daybreak: Europe Edition Bloomberg Daybreak Weekend: Nvidia Earnings Preview
Nov 15, 2025
Suzanne Lynch, Bloomberg's Brussels Bureau Chief, shares insights on the European Business Summit, focusing on EU competitiveness and regulatory challenges. Paul Jackson, a Tokyo-based reporter, discusses Japan's GDP contraction and the impact of tariffs on key industries like autos and steel. The duo explores Nvidia's earnings, Walmart and Target's retail strategies, and the evolving U.S.-EU trade dynamics. They also highlight Japan's inflation concerns and fiscal stimulus efforts, drawing a vivid picture of current economic landscapes.
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Blackwell Ramp Could Reignite Nvidia Momentum
- NVIDIA's Blackwell 300 ramp looks stronger and could restore its pattern of modest beats and raises.
- Street estimates now largely exclude China, making upside in fiscal 3Q more visible.
Hyperscaler Capex Bolsters Nvidia's Growth Outlook
- Hyperscalers raised capex projections materially, adding to Nvidia's addressable demand.
- A $500 billion pipeline for Blackwell and Rubin positions Nvidia for massive upside in 2026.
Supply Chain And Market Diversification Matters
- Taiwan remains critical for NVIDIA's manufacturing and US on-shoring efforts.
- China restrictions will likely remain a headwind, but other markets can offset lost TAM.