Bloomberg Television
Showing 1–2 of 2 interviews.
- Bloomberg Television14 min
Observing Distortions in the AI Market: Sixth Street's Alan Waxman
Sixth Street is bypassing direct AI infrastructure financing due to concerns over rapid credit expansion, insurance capital saturation, and a $200 billion chip inventory glut that create significant market distortions. Instead of speculative hardware investments, the firm is targeting approximately $4 trillion in expiring private assets and resilient application-layer technology companies while anticipating future regulatory shifts. Although the firm views sports valuations as generally resilient, it acknowledges they remain tethered to broader tech wealth effects and could face pressure only if a severe AI dislocation occurs.
- Bloomberg Television1h 29m
Open Interest 11/9/2026
Dani Burger, Jensen Huang, James Stavridis, Chris McGuire, Mark Barrocas, Shawn Lytle, Arjun Raghavan, Mary Ann Bartels, Isabel Lee, Michael Shepard, Mandeep Singh, Tyler Kendall, Allison McNeely, Bailey Lipschultz, Hema Parmar, Admiral James Stavridis
NVIDIA's board has launched an internal investigation into CEO Jensen Huang following his admission of an affair with a woman linked to a Singapore firm suspected of facilitating $80 billion in unauthorized AI chip transfers to China. The scandal has triggered urgent congressional demands for security briefings, a nearly 8% drop in NVIDIA's market capitalization, and renewed scrutiny over U.S. export control enforcement. Concurrently, geopolitical tensions regarding Iran have moderated oil prices while other major entities like Google and Shark Ninja announced strategic expansions and earnings beats that offset broader market volatility.