Descriptions:
Bloomberg Technology’s May 18 live broadcast brings together several major stories converging around Nvidia’s upcoming earnings, due after the bell on Wednesday. Analysts expect revenue growth above 80%, though rising HBM memory costs are flagged as a potential gross margin risk. Jensen Huang is scheduled to speak at Dell Technologies World in Las Vegas—his first major appearance since returning from China, where Nvidia received U.S. license approvals to resume chip sales. Ongoing geopolitical uncertainty is contributing to a 2.2% pullback in the Philadelphia Semiconductor Index.
The show’s headline infrastructure story is a $67 billion acquisition of Dominion Energy, described as the largest power deal in history and directly attributed to surging AI data center demand. Additional segments cover Apple’s forthcoming AI chatbot, which will feature auto-delete conversation controls (30-day and one-year options) and differential privacy for memory retention—a privacy-first positioning versus competitors like ChatGPT and Google Gemini.
The broadcast also touches on Elon Musk’s SpaceX IPO preparations, including a five-for-one stock split notification sent to investors; the launch of Bloomberg 100 equity index futures on the MIAX exchange targeting retail traders; and a preview segment on Recursive AI, which emerged from stealth at a $4.65 billion valuation with backing from Nvidia and AMD.
📺 Source: Bloomberg Technology · Published May 18, 2026
🏷️ Format: News Analysis
