Global stocks advanced after a robust revenue forecast from Nvidia helped dispel fears of a potential AI bubble that had shaken markets in recent weeks. Nvidia surged in Thursday premarket trading, spurring gains in other AI shares including AMC and Broadcom. Europe’s STOXX 600 and Asian equities rose as well. Bitcoin traded near $92,000. The world’s most valuable company expects sales of about $65 billion in the January quarter — roughly $3 billion more than analysts predicted. CEO Jensen Huang told Bloomberg, “We’ve planned our supply chain incredibly well,” and the company has "a bunch of Blackwells [chips] to sell.”
Market attention is now turning to the path for interest rates as markets await the release of the September jobs report later on Thursday. The figures will be the only major labor market data published before the Federal Reserve’s next policy meeting. Many Fed officials have said it would likely be appropriate to keep interest rates steady for the remainder of 2025, according to minutes of the FOMC’s October 28-29 meeting.
Today’s guests: Patrick Maloney, CIV CEO & Co-Founder of The Nuclear Company; David Ha,Sakana AI Co-Founder & CEO
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:02:12 – Investors zero in on US jobs report
00:05:32 – Nvidia sales forecast counters AI bubble fears
00:08:44 – Patrick Maloney, CIV CEO & Co-Founder of The Nuclear Company
00:17:56 – Exclusive with Lebanon’s PM Nawaf Salam
00:21:07 – Trump pushes Ukraine peace plan
00:25:17 – Thursday headlines
00:26:46 – John Micklethwait, Bloomberg News Editor-in-chief
00:32:33 – EXCLUSIVE; Jensen Huang, Nvidia CEO
00:36:03 – David Ha,Sakana AI Co-Founder & CEO
00:43:11 – Bond traders brace for jobs report
00:44:59 – China mulls new property support amid slump
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More on Bloomberg Television and Markets
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