Nvidia shares took a hit Monday after the company’s board launched an investigation into Chief Executive Officer Jensen Huang, following his admission of an affair with a woman identified in a series of reports as a suspected Chinese spy. Bloomberg News US Semiconductor Reporter Ian King and Bloomberg Intelligence’s Mandeep Singh break down the how the scandal and investigation are impacting the industry. Plus, Republican Congressman Thomas Massie filed a resolution in the House to impeach Defense Secretary Pete Hegseth. Bloomberg’s Mike Shepard and Columbia University Political Science Professor Elizabeth Saunders discuss what the effort means for the Trump Administration as GOP lawmakers continue to contend with midterms losses.

Chapters:
00:00:00 Bloomberg Businessweek Daily
00:02:38 Markets Rally as Nvidia Falls
00:04:37 Jensen Huang & Nvidia’s Future
00:08:17 Nvidia’s Succession Problem
00:10:51 Pete Hegseth Impeachment Effort
00:12:01 Nvidia, Congress & China Scrutiny
00:15:12 National Security & Nvidia Investigation
00:16:36 Could Rivals Benefit From Nvidia’s Troubles?
00:19:35 Hegseth Impeachment & Republican Divisions
00:22:55 Trump, Jensen Huang & Big Tech
00:26:12 Hegseth, Iran & U.S. Foreign Policy
00:30:09 Nvidia, National Security & Washington
00:33:59 Trump’s Lame-Duck Foreign Policy
00:36:04 Markets Rally as Nvidia Remains Under Pressure
00:38:14 Nvidia’s Impact on the AI Trade
00:40:27 Could Nvidia Lose Its Dominance?
00:42:33 Nvidia’s Succession Risks
00:43:10 Google’s AI Chips Challenge Nvidia
00:46:05 Markets: AI Trade Rallies Without Nvidia
00:47:20 Stock Movers: Nvidia, AMD & Energy
——–
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Delta Air Lines Inc.’s chief executive officer Ed Bastian says there’s been no slowdown in demand even as ticket prices rise. “We haven’t seen the pushback,” he told Bloomberg’s Lisa Abramowicz on Thursday. “It is supply and demand. The demand is really strong.”
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Trump’s tariffs continue putting pressure on India’s economy. Modi’s government is responding with new measures to support exporters and double down on manufacturing and self-reliance.

@DanStrumpf has more: https://t.co/a1EJKOBkBl

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Who will replace Nvidia’s larger-than-life CEO Jensen Huang?

Amy Thomson explains who’s in the frame — and why it’s a daunting challenge for the chipmaker.
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Franklin Templeton Institute’s Head Market Strategist Chris Galipeau, Pershing Square’s Founder and CEO Bill Ackman, London Business School Leadership Institute’s Founding Director Randall Peterson, Committee For A Responsible Federal Budget’s President Maya MacGuineas, Real Macro’s CEO and Founder Jeff Currie, Northwestern Mutual Wealth’s Chief Portfolio Manager of Equities Matt Stucky, National Academy of Engineering’s President Tse-Jae King Liu, Exemplar Luxury Group’s CEO Geoffroy van Raemdonck, Rent the Runway’s President and CEO Paige Thomas, Grammy Award Winning Singer and Hinote’s Co-Founder Carrie Underwood, Hinote’s CEO and Co-Founder Kerrigan Behrens.

Chapters:
00:00:00 Markets Close Out a Volatile Week
00:03:00 Investment Strategy Amid Inflation and Rate Hike Concerns
00:10:25 Nvidia Leadership and Jensen Huang’s Departure
00:18:11 Blue Wave, Federal Spending and the Budget Deficit
00:22:32 Oil, Commodities and the Inflation Outlook
00:32:59 Microsoft Outage and Global Disruptions
00:37:57 Nvidia’s Tumultuous Week and What Comes Next
00:44:54 Oil Prices and the Week’s Biggest Market Movers
00:51:22 FAA Orders Nationwide Ground Stop
00:55:32 Markets React to Nvidia and FAA Disruptions
00:57:54 AI Development, Regulation and Safety
01:04:09 Nvidia’s Interim CEO and the Company’s Future
01:09:26 Saks, Neiman Marcus and the Luxury Retail Outlook
01:18:10 Airlines Fall After Nationwide Ground Stop
01:20:35 Rent the Runway CEO on the Company’s Strategy
01:27:03 Building a New Health and Wellness Brand
01:31:15 What to Watch in the Week Ahead
01:32:24 Latest on the Nationwide FAA Ground Stop
——–
More on Bloomberg Television and Markets

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