Bloomberg Daybreak: US Edition Daybreak Weekend: Nvidia Earnings, UK Special Election, Modi Israel Visit
24 snips
Feb 20, 2026 Rosalind Matheson, Bloomberg chief Asia correspondent, previews Narendra Modi’s Israel visit and its trade and defense angles. Christine Aquino, managing editor for Bloomberg Markets Live, highlights stocks to watch and market context ahead of big earnings. Kunjan Sabhani, senior semiconductor analyst, breaks down NVIDIA’s earnings outlook and AI chip demand.
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Product Details Likely Saved For GTC
- Investors should expect updates on evaluations and confidence in Rubin but big product reveals are likely reserved for GTC in March.
- Early commentary reduces execution risk but major details will come later at NVIDIA's marquee event.
China Reentry Could Shift NVIDIA's Numbers
- Regaining access to the Chinese market could add roughly $7–13 billion to NVIDIA's revenue, a material upside though smaller versus total sales.
- China remains a major incremental opportunity if shipment sanctions ease for H200/H100 variants.
Focus Earnings On Margins And Capex Signals
- Watch earnings for Home Depot, HP, and Dell to assess whether cost cuts and AI demand sustain margins.
- Focus on margins, capex signals, and supply resilience to judge future momentum.