Bloomberg Television
Showing 1–6 of 6 interviews.
- Bloomberg Television1h 35m
Asia Tech Rally Defies SoftBank AI Concerns
Haidi Stroud-Watts, Avril Hong, Sam Liang, Aidan Gomez, Erica Poon Werkun, Chris Phelan, Goolsbee, Philip Lane, Heidi Stratwatz, Enda Curran, Michael Shepard, Anthony Stevens, Stephen Engel, Rachel Metz, Kirk Boudry, Jill Desis, Mark Cranfield, Catherine Lim
U.S. inflation data exceeding expectations prompted Federal Reserve officials to debate a 50 basis point rate hike, causing yields to surge while White House officials downplayed the urgency amid falling energy prices. Simultaneously, the artificial intelligence sector attracted massive capital with Anthropic targeting a $1.4 trillion IPO and TSMC deepening investments, even as SoftBank recorded significant losses and investors scrutinized circular financing dynamics. On the geopolitical front, the U.S. House blocked impeachment proceedings against Defense Secretary Pete Hegseth while global markets adjusted to diverging monetary policies from the Federal Reserve and the Bank of Japan.
- Bloomberg Television1h 30m
Hot Inflation, AI Selloff & Anthropic IPO
Tim Urbanowicz, Atsi Sheth, Debby Soo, Diane Swonk, Rob Holmes, Katy Kaminski, Gil Luria, Lauren Cassidy, Ron Kruszewski, Paul Segal, Willy Walker, Vonnie Quinn, Jess Mitten, Michael Shepard, Tim Stanavek, Carol, Vani
Hotter-than-expected CPI data and hawkish comments from Federal Reserve Governors Waller, Bowman, and Logan drove Treasury yields higher while triggering broad market declines, with the Dow Jones outperforming the tech-heavy Nasdaq and semiconductor sector. Investors subsequently reacted to CoreWeave's post-market earnings beat and raised guidance by grappling with the company's high interest expenses and equity dilution risks alongside NVIDIA's falling price due to CEO Jensen Huang's ongoing investigations. The session concluded with strategic pivots across sectors as firms like Charter Communications announced debt buybacks, while policymakers debated future rate hikes and housing subsidies against a backdrop of intensing competition for data center capital.
- Bloomberg Television1h 35m
Anthropic Prepares to Market IPO as Nvidia Scandal Stokes AI Jitters
Haidi Stroud-Watts, Annabelle Droulers, Thomas Massie, Anna Wu, Kaleem Rizvi, Michael Fullilove, Stephen Engel, Hardy Stroud, Lynn Doyen, Mandeep Singh, Mark Cranfield, Derek Wolbrank, Sharon Chen, Anthony Stevens, Paul Dobson, Michael Shepard, Steven Angle, Jill Desis, Taro Kimura, Hee-Soo Lee
Amidst a U.S. Commerce Department and FBI probe into alleged AI chip smuggling by Megaspeed International and potential Congressional testimony demands for NVIDIA CEO Jensen Huang, the market displayed divergent sentiment with NVIDIA stock falling 4% while the semiconductor sector gained. Concurrently, Anthropic is preparing to launch its IPO, a pivotal event for the AI trade that could determine year-end market rallies given its $80 billion revenue run-rate and high compute costs. Global equities rose on tech buying and falling oil prices, though Japanese consumption data and a Republican-led impeachment effort against Defense Secretary Pete Hegseth added complexity to the economic and political landscape.
- Bloomberg Television52 min
Nvidia Shares Fall Amid CEO Probe
Ian King, Mandeep Singh, Thomas Massie, Pete Hegseth, Mike Shepard, Elizabeth Saunders, Carol Masser, Tim Stenevek, Charlie Pellett, Michael Shepard, Natalia Kenny Javich
Amid a broad U.S. market rally driven by falling oil prices and dip-buying activity, NVIDIA shares declined despite its semiconductor peers surging, a drop triggered by an internal board investigation into CEO Jensen Huang's extramarital affair with a woman suspected of being a Chinese spy. The scandal has introduced "key man risk" for the $4.26 trillion company, prompting congressional oversight and speculation that rivals like Anthropic and AMD could benefit from potential leadership changes or supply chain fragmentation. While President Trump has publicly defended Huang, the situation raises questions about national security and the future of AI dominance as investors await the company's November earnings report.
- Bloomberg Television48 min
Trump Backs Nvidia CEO Amid Spy Tie
Trump, Kailey Leinz, Greg Stanton, Rick Davis, Jeanne Sheehan Zaino, Keith Sonderling, Charlie Pellett, Tyler Kendall, Michael Shepard
Amidst a national security scandal involving NVIDIA CEO Jensen Huang and internal investigations into chip transshipment to China, U.S. markets remained resilient with semiconductor stocks rallying despite NVIDIA's 5% decline. While President Trump continues to support Huang and advances diplomatic talks with Qatar regarding Iran, Democratic lawmakers are accelerating impeachment proceedings against Defense Secretary Pete Hegseth and demanding classified briefings on the technology scandal. Concurrently, Congress navigates a critical lame duck session focused on preventing a government shutdown, enforcing labor visa regulations, and balancing legislative priorities between border security and infrastructure funding.
- 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.