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Bloomberg This Weekend: Trump headlines a scaled-down WH Correspondents’ Dinner; Iran tensions, SpaceX Starship update, Nvidia’s $1B AI deal, health outbreaks, plus interviews with policymakers and experts.
Editorial companion
Jensen Huang taking the Bloomberg This Weekend mic matters because his tone can move a market that is already built on narrative as much as on silicon. Nvidia’s business is not small, it has been growing at roughly 101.9% year-over-year revenue and 263.6% net income on average, so even conversational signals about demand, pricing or inventory reverberate through AI hardware and software stacks. For investors this is a check on whether the company’s blistering fundamentals are staying intact as macro headlines churn.
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Market read
The fundamental outlook for Nvidia is explicitly bullish while technical indicators are more neutral, producing a combined bullish read for longer-term holders. Over the next quarter expect headline-driven intraday swings around CEO comments and broader macro headlines, but the path for valuation will still be governed by whether revenue and profit expansion persist. For disciplined investors, this means tolerating short-term noise while watching for any durable change in demand tone from management.