Nvidia’s probe into CEO Jensen Huang, following his admission of an affair with a woman identified in a series of reports as a suspected Chinese spy, threatens to further roil an AI market shaken by concerns about a slowdown in data center spending. Bloomberg’s Anthony Stephens explains.
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than “Bloomberg Surveillance.”

Chatpers:
00:00 Tech Selloff, Amazon Earnings and Election Countdown
05:43 Midterms Are an Underpriced Risk to AI Trade — Darius Dale, 42 Macro
17:29 Democratic Wave in House Looks Likely — Erin Covey, Cook Political Report
31:14 Amazon’s AWS Growth Justifies Heavy CapEx — Tom Forte, Maxim Group
41:06 Euro to Underperform Amid ECB Transition — Jayati Bharadwaj, TD Securities
53:14 Tech Rotation Isn’t Justified by Fundamentals — Jonathan Golub, Seaport Research Partners
1:06:47 Data Center Costs Shouldn’t Fall on Households — Peter Lake, Fmr. White House Senior Director of Power
1:18:27 Cancer Cures Are Becoming a Reality — Aradhana Sarin, AstraZeneca
1:29:45 AI Bond Issuance Could Top $500 Billion a Year — Kay Haigh, Goldman Sachs
1:41:22 Oil Is a Tough Trade for Now — Sarah Hunt, Alpine Saxon Woods
1:52:17 Apple iPhone Duo Not a Great AI Experience — Walt Piecyk, LightShed Partners
2:06:18 Households Working Harder to Keep Up With Prices — Nela Richardson, ADP
2:17:07 High-Yield Credit Offers an 8% Alternative to Stocks — Milissa Hutchinson, Nomura
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Jensen Huang resigned as Nvidia’s CEO after reports of marital infidelity including an affair with a woman the US reportedly suspects is a Chinese spy. His sudden exit leaves the AI giant with an interim CEO while throwing the broader AI market into uncertainty.

#Nvidia #JensenHuang #Tech

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Anthropic is seeking a fully diluted valuation of about $1.4 trillion in its initial public offering. The Claude chatbot maker is looking to make history as the first frontier artificial intelligence lab to go public, seeking to raise as much as $90.4 billion in the IPO and a private placement. Lisa Abramowicz and Annmarie Hordern have the details on Bloomberg Television.
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OPEC’s historical grip on the global oil market is weakening as some members prioritize immediate sales over production limits. With the UAE already out and Venezuela mulling its options, Saudi Arabia’s ability to sway energy markets is becoming precarious.

The UAE exited amid the US-Israel war with Iran to leverage its expanded production capacity, while founding member Venezuela’s potential departure underlines the sweeping realignment in Caracas since the US attacked and deposed President Nicolás Maduro. With oil nations threatening to ignore quotas, OPEC power Saudi Arabia is increasingly left to shoulder price-support cuts, shifting energy-market influence toward Washington.

Saudis Tell OPEC That Output Slumped Again to Lowest Since 1990: https://bloom.bg/4hiVfzr

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#OPEC #Oil #Energy

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