Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion.

The company's outlook helped soothe concerns about a bubble in AI investments, with Chief Executive Officer Jensen Huang saying that customers are racing to invest in AI compute.

Nvidia shares rose about 4% in extended trading following the announcement, after the company reported revenue gained 73% to $68.1 billion in the fiscal fourth quarter, and profit was $1.62 a share, excluding certain items.

For instant reaction, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with analysts and experts from across the Bloomberg newsroom, including:

• Bloomberg Tech Co-Host Ed Ludlow
• Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners
• Bloomberg Intelligence senior tech industry analyst Mandeep Singh
• Bloomberg Intelligence Senior Technology Analyst Anurag Rana

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Fidelity National Information Services President & CEO Stephanie Ferris speaks on the company's latest earnings report plus how they're navigating a world where the payments world can get disrupted by AI.

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US Trade Representative Jamieson Greer says President Donald Trump will sign a supplemental proclamation to increase the tariff level to 15% “where appropriate,” as the US seeks “continuity” on tariffs. Greer also discusses expectations for the UK and European Union to honor their existing trade deals and the Trump administration wanting to fix gaps in the trade deal with Canada and Mexico.

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US Interior Secretary Doug Burgum talks about the importance of having sensible energy policies that will attract investment and help the US win the AI race.

He speaks with host Joe Mathieu directly following President Trump's State of the Union address.

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President Donald Trump delivered the longest State of the Union address of the television age Tuesday, declaring “a turnaround for the ages” as he tried to sell Americans on his economic program ahead of crucial midterm elections later this year.

The speech had all the ceremony, confrontation and chaos that have come to define the event in an era of narrow congressional majorities and partisan polarization. Democratic Representative Al Green was ejected from the chamber for disrupting the speech. Trump invited the gold-medal-winning men’s Olympic hockey team into the gallery amid chants of “USA! USA! USA!” He awarded several medals honoring veterans and active-duty service members.

And in more than 1 hour 47 minutes, the longest State of the Union in history, the president delivered a rally-like speech punctuated less by policy proposals than by political attacks.

For instant reaction and analysis, Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz speak with:

• Bloomberg White House correspondent Jeff Mason
• Rick Davis, Partner at Stonecourt Capital and Bloomberg Politics Contributor & Jeanne Sheehan Zaino, Democracy Visiting Fellow at Harvard Kennedy School's Ash Center and Bloomberg Politics Contributor
• US Interior Secretary Doug Burgum

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Planet Fitness fell in early trading on Tuesday after the company paired a strong quarterly beat with a cautious outlook. Investors focused on softer guidance and management's plans for continued expansion. CEO Colleen Keatings discusses the quarter with Bloomberg's Romaine Bostick.

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A global oil surplus is poised to disappear as population growth and artificial intelligence stoke crude consumption, according to the head of Baker Hughes Co. The company, one of the world’s largest oilfield service providers, sees demand beginning to recover in the second half of this year into 2027, Chief Executive Officer Lorenzo Simonelli said during an interview with Bloomberg's Matt Miller and Dani Burger.

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Doug Irwin, Professor of Economics at Dartmouth, discusses the latest developments on President Trump's unfolding tariff strategy and their broader economic impact. He speaks with Bloomberg's Tom Keene and Paul Sweeney

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