Kunjan Subhani
Senior Semiconductor Analyst at Bloomberg Intelligence who provides expert analysis on NVIDIA earnings, supply chain and market implications.
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Feb 20, 2026 • 39min
Daybreak Weekend: Nvidia Earnings, UK Special Election, Modi Israel Visit
Rosalind Matheson, Bloomberg Chief Asia Correspondent, previews Modi’s Israel visit and trade and defense priorities. Kunjan Subhani, Senior Semiconductor Analyst, breaks down NVIDIA earnings, AI-driven capex, supply-chain signals and China re-entry implications. Short takes cover trade deals, geopolitical balancing, hyperscaler demand and next-gen chip expectations.
