Nvidia’s Forecast Lifts AI Trade | Bloomberg Tech 11/20/2025

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company’s earnings and plans to buy Chronosphere for $3.35 billion. And AI pioneer Yann LeCun is leaving Meta to launch his own startup.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:04:55 – Michael Shepard, Bloomberg News
00:08:47 – Ayako Yoshioka, Wealth Enhancement Group
00:15:56 – Peter Elstrom, Bloomberg News
00:20:22 – Carmen Reinicke, Bloomberg News
00:23:50 – Ruben Roy, Stifel
00:29:01 – Nikesh Arora, Palo Alto Networks CEO
00:38:18 – Kunjan Sobhani, Bloomberg Intelligence
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