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
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US equity futures decline as investors grapple with a leadership crisis at Nvidia that threatens a wider fallout across the global AI supply chain and trade relations between the US and China. Wei Li of BlackRock joins “Bloomberg Brief” to discuss the market impact of the Nvidia turmoil. Bloomberg’s Jennifer Zabasajja speaks to UN Secretary General Antonio Guterres, who argues that multilateral institutions must reform to reflect merging economies, at COP31.

Chapters:
00:00:00 – Bloomberg Brief
00:05:37 – Nvidia Board Weighs Jensen Huang’s Future
00:11:10 – Ukraine Talks, UK Economy and CoreWeave
00:12:36 – Wei Li, Global Chief Investment Strategist, BlackRock, on Nvidia and AI
00:20:33 – Mississippi Election and Gaza Strike
00:26:14 – Nvidia Fallout and US China Relations
00:28:16 – COP31 and Global Climate Risks
00:30:31 – Antonio Guterres, UN Secretary-General, on UN Reform and the US
00:39:58 – Steve Witkoff, Jared Kushner Meet Putin
00:42:08 – US Jobless Claims and Fed Speakers
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President Donald Trump calls Nvidia CEO Jensen Huang “an amazing guy” and offers support for Pete Hegseth. Tyler Kendall reports on “Balance of Power: Evening Edition.”
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Bloomberg’s Emily Chang tells Bloomberg This Weekend what her recent interview with Jensen Huang reveals about Nvidia’s succession challenge after the longtime CEO’s abrupt departure. Speaking with hosts David Gura and Christina Ruffini, Chang examines who could succeed Huang, the questions surrounding Nvidia’s China strategy and whether the AI giant can preserve the influence and relationships Huang built over more than three decades.
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