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05.06.26 - 07:00
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Nomura′s Koo: Weak Yen Tied to Slow BOJ Hikes (Bloomberg)
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Nomura Research Institute Chief Economist Richard Koo, widely recognized for his work on balance sheet recessions and global macroeconomic trends, believes the fundamental cause of a weak yen is the slow pace of rate hikes by the Bank of Japan. He speaks with Yvonne Man and Minmin Low from the sidelines of 'Nomura Investment Forum Asia' in Singapore. (Source: Bloomberg)...
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29.05.26 - 07:24
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Humanoids: from Spectacle to Scale | Bloomberg Tech: Asia 5/29/2026 (Bloomberg)
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The race to bring humanoid robots into the real world begins in earnest. Bloomberg Intelligence says humanoids will be the next big tech platform in the coming decade. Shery Ahn discusses the challenges of commercializing and scaling a fast-growing industry with Google DeepMind, Honda's Frontier Robotics, and Bloomberg Intelligence, at the Humanoid Summit in Tokyo. (Source: Bloomberg)...
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20.05.26 - 23:02
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Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance (ZeroHedge)
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Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance
As we discussed extensively in our preview, besides the Q1 revenue and guidance ($82BN+ and $90BN whisper respectively), Wall Street was expecting to get more color on the following topics during today's call and Q&A:
Potential for increased shareholder cash returns,
Vera Rubin ramp timing (2H 26E),
Gross margin durability (~75% amidst continued memory/other cost inflation),
Update to the $1 Trillion 25-27 forecast, esp. contribution from LPU racks, CPU and Vera Rubin Ultra, not included before
Potential upside from agentic AI to the server CPU business;
Competitive landscape changes against Google TPU, agentic CPU, other ASICs.
With that in mind, here is what the world's biggest company just reported for Q1:
Revenue $81.62BN, beating Exp $79.19BN, but a bit light of the $82BN whisper
Adj EPS $1.87, beating Exp $1.76
Adj. Gross Margin 75%, beating Exp. 74.5%
Solid all around.
The company's all-important disclosed Da...
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