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Matt Bloxham
Senior Analyst at Bloomberg Intelligence who provides expert analysis on NVIDIA's results and the broader AI chip market during the episode.
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Nov 20, 2025
• 21min
Nvidia’s Strong Forecast, Trump Signs Epstein Bill, Oxford University Harassment
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Matt Bloxham, Senior Analyst at Bloomberg Intelligence, provides insightful analysis of Nvidia's impressive revenue forecast, arguing it counters worries about an AI bubble. He dives into Nvidia's market strategies, especially in reference to China, where the company is adjusting expectations. The conversation also touches on the implications of Trump's new bill to release Epstein files and a critical report on Oxford University's handling of harassment cases, highlighting a significant need for reform in institutional responses.
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