Business
‘Bloomberg Surveillance: Early Edition’ Full (01/17/23)
Business
Nvidia Preparing to Oust CEO Jensen Huang: WSJ
“Balance of Power” focuses on the intersection of politics and global business. On today’s show, Rep. Suzan DelBene says there should be an investigation into Nvidia and Jensen Huang to understand potential national security implications. Kevin Brady, former Republican Congressman from Texas, says Democrats are effectively in control of the timing and content of government funding legislation during the lame-duck session as control of the House changes hands. Gregory Allen, Founder and CEO of Decision Tree Research, says Nvidia is not structured to easily absorb the loss of Jensen Huang and argues the company has been built around Huang’s leadership without a clear successor. Rep. Raja Krishnamoorthi (D-IL) says Jensen Huang should be subpoenaed if he does not appear for a requested voluntary interview with lawmakers.
Chapters:
00:02:22 Bloomberg’s Jeff Mason on Trump Stands by Huang Amid Controversy
00:05:20 Rep. Suzan DelBene (D-WA) on Democrats’ House Victory
00:07:39 Rep. Suzan DelBene (D-WA) on Democrats Win Mississippi Senate Race
00:10:27 Rep. Suzan DelBene (D-WA) on Hegseth Impeachment Vote and Democratic Unity
00:11:34 Rep. Suzan DelBene (D-WA) on Jim Jordan Elected House Minority Leader
00:12:43 Rep. Suzan DelBene (D-WA) on Democrats Prepare for Trump Oversight Battles
00:14:04 Rep. Suzan DelBene (D-WA) Calls for Investigation Into Nvidia and Huang
00:15:32 Power Moves: Top Financial Moves
00:16:58 Bloomberg’s Mike Shepard on New Questions About Huang’s Future at Nvidia
00:27:31 Bloomberg’s Rachel Schilke on Congressional Oversight of Nvidia Looms
00:29:41 Kevin Brady, former Republican Congressman from Texas, on the Lame-Duck Congress
00:31:20 Kevin Brady on Government Funding and Shutdown Deadline
00:32:04 Kevin Brady on Tax Policy Under Divided Government
00:34:15 Bloomberg Intelligence’s Mandeep Singh on What Huang’s Exit Could Mean for Nvidia’s Valuation
00:36:21 Bloomberg’s Romaine Bostick on Nvidia’s AI Empire and Key-Man Risk
00:40:21 Gregory Allen, Founder and CEO of Decision Tree Research, on Nvidia’s Leadership and Governance Questions
00:44:16 Rep. Raja Krishnamoorthi (D-IL) on Lawmakers React to Nvidia Crisis, Calls for Subpoenas and a Classified Briefing
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Business
Indonesian Stocks Sink as MSCI Mulls Downgrade
“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:00 – Bloomberg: The China Show opens
00:04:38 – MSCI weighs Indonesia downgrade and removal from global indexes
00:06:56 – Bond traders brace for Warsh remarks at the IMF-World Bank Annual Meetings
00:10:32 – EU said to prepare new trade powers against China
00:15:40 – TSMC’s resilient earnings and outlook fail to lift chip sentiment
00:26:13 – Goldman Sachs Chief China Economist Hui Shan on China’s export boom
00:35:37 – Breaking: Taiwan to fund $4 billion US industrial park for Nvidia suppliers
00:36:54 – Exclusive: Bank Negara Malaysia Governor Abdul Rasheed Ghaffour on inflationary pressures
00:42:13 – Exclusive: Former ECB President Mario Draghi on ECB intervention in France
00:46:16 – Breaking: Indonesian stocks plummet, triggering trading halt
00:57:20 – Korea’s KOSPI rebounds after Thursday’s selloff
01:01:25 – Bank of Finland Governor Olli Rehn on labor market fears
01:10:12 – Breaking: Indonesian stocks extend fall, biggest since 1998
01:18:10 – ETF IQ Asia: Rex Financial’s Geeseok Oh on the durability of the AI investment boom
——–
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Business
AI Trade Roars Back, Anthropic IPO Outlook, Nordstrom Co-CEO on Going Private
The Close 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 Morgan Stanley Investment Management Deputy CIO, Solutions & Multi-Asset Jitania Kandhari, Citi Research Global Chief Economist Nathan Sheets, Woodside Energy CEO & Managing Director Liz Westcott, NYU Emeritus Professor, psychology and neural science Gary Marcus, Pivotal Advisors CEO and CIO Tiffany McGhee, Neostellar Principal Evan Schlossman, Niles Investment Management Founder and Portfolio Manager Dan Niles, Nordstrom Co-CEO Pete Nordstrom, Telsey Advisory Group CEO and Chief Research Officer Dana Telsey, SPREEAI CEO and Co-Founder John Imah.
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Business
France’s Bond Crisis Deepens
Investors are heading for the exit as France’s bond crisis deepens and political gridlock sets in.
Georgia Hall explains.
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Business
Jensen Huang’s Affair Sparks Nvidia Crisis
Nvidia’s board has launched an independent probe into reports its CEO Jensen Huang was targeted by foreign intelligence after he admitted to an affair with a suspected Chinese spy.
——–
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