#asia #china #news - Nvidia Board Meets As Jensen Huang Fallout Widens: Bloomberg Television

12 November 2026

“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 Stephen Engle give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. Chapters: 00:00:00 - Bloomberg: The China Show opens 00:03:33 - Markets mull Jensen Huang infidelity controversy 00:09:37 - Bernstein's Stacy Rasgon on lowering Nvidia price target 00:16:57 - Jupiter Asset Management's Sam Konrad on Nvidia's leadership crisis 00:25:38 - Alleged spy in Nvidia scandal said to be in China 00:31:17 - Hedgeye Risk Management's Felix Wang on Nvidia's leadership crisis 00:44:01 - Is Taiwan's tech sector weighed down by the Nvidia scandal? 00:47:09 - Parts of Asia's AI trade shrug off Nvidia controversy 00:51:49 - Nvidia's board meets to decide Jensen Huang's fate 00:55:57 - Is Nvidia's core business affected by leadership turmoil? 01:08:53 - Center for International Governance Innovation's Einer Tangen on national security risks facing Nvidia 01:17:01 - Anthropic IPO said to be multiple times oversubscribed 01:22:09 - Chinese chipmakers stand to gain from Nvidia's slump 01:26:06 - China's ultra-rich declare $24B in back taxes

#amd #broadcom #nvidia - AMD, AVGO, AMAT & INTC: Stephen Sopko's AI Leadership Picks Beyond NVDA: Schwab Network

17 October 2026

Stephen Sopko takes investors through his takeaways on the slew of tech summits adding color to an evolving tech industry.

Applied Materials (AMAT) focusing on efficiency research is something he believes is leading industry innovation and will shape the space. Another stock of interest Stephen names is Broadcom (AVGO), a company he favors as it develops new products while delivering exceptional guidance.

AMD Inc. (AMD) and Intel (INTC) are chipmakers he sees closing gap with Nvidia (NVDA) as agentic AI growth accelerates. Segment originally aired Wednesday, October 14, 2026

#amd #broadcom #nvidia

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#nvidia #broadcom #volatility - Bob Lang on De-Risking at Record Highs; Bulls Flood NVDA, AVGO, MRVL Options: Schwab Network

9 October 2026 

Bob Lang discusses de-risking as higher oil prices, rates and market complacency threaten the rally. He sees strength in tech and semiconductors, highlighting options activity in Marvell (MRVL), Broadcom (AVGO), Nvidia (NVDA) and Dell Technologies (DELL).

Lang also looks to JPMorgan (JPM) and Bank of America (BAC) earnings for clues on the consumer and economy.

#nvidia #broadcom #volatility

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#wallstreet #investment #markets - Bloomberg Surveillance 10/7/2026: Bloomberg Television

7 October 2026

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." Chapters: 00:00 AI Capital Race, Bond Selloff and Record Stocks 05:52 AI Spending Faces a Return-on-Capital Test — Aaron Kennon, Clear Harbor Asset Management 19:02 Democrats May Be Overestimating Their Senate Odds — Tobin Marcus, Wolfe Research 32:14 Can AI Capacity Keep Up With Demand? — Mitchell Green, Lead Edge Capital 43:18 Fed Hike Was Risk Management, Not a Hiking Cycle — Claudia Sahm, New Century Advisors 53:23 Slowing the AI Buildout Could Extend the Rally — Alicia Levine, BNY Wealth 1:07:59 Washington Will Eventually Have to Tax AI — Henrietta Treyz, Veda Partners 1:18:52 Infrastructure Underinvestment Is a Risk — Olivia Wassenaar, Apollo Infrastructure Group 1:29:00 Treasury Refunding May Matter More Than the Fed — Vishal Khanduja, Morgan Stanley Investment Management 1:45:03 Lower Oil Is Key to S&P 500's Next Leg — Scott Chronert, Citi 1:54:31 AI Could Create More Jobs Than It Replaces — Eric Kutcher, McKinsey & Co. 2:09:30 Fed's Choice Is ‘Hike or Bond Spike’ — Mark Cabana, BofA Securities 2:20:04 Nvidia Can Reach $515 — Simon Leopold, Raymond James

#foxbusiness #raywang #constellationresearch - SpaceX seeks $40B for Nvidia chips: Fox Business Clips

7 October 2026

Constellation Research CEO R 'Ray' Wang analyzes the massive tech stock rally and SpaceX's reported plan to raise $40 billion to buy Nvidia chips.

He also addresses Bank of America's warnings of a brewing tech bubble.

#foxbusiness #raywang #constellationresearch #tech #nvidia #spacex #ai #markets #stocks #techbubble #business #usnews #breakingnews #currentaffairs #news

#News #Reuters #Newsfeed - Can Nvidia’s AI boom keep its momentum? | Morning Bid: Reuters

27 August 2026

Wall Street rewarded NVIDIA after another blockbuster quarter and a bold 2027 growth forecast, adding fresh fuel to the AI boom. Investors are watching Jackson Hole after fresh PCE inflation data kept pressure on the Federal Reserve. Plus, oil prices fell as markets bet diplomacy could ease disruptions around the Strait of Hormuz. #News #Reuters #Newsfeed

Market Talk: Is the UK heading for a budget crunch?

After Nepal floods, can rescuers still find survivors? | Reuters World News

#AI #nvidia #chips Dan - Ives Sees Nvidia Price Hike as Bullish Overall for Tech: Bloomberg Television

24 August 2026

Dan Ives, partner and senior managing director at Yorkville Ives & Co., previews quarterly earnings from Nvidia as the company tells customers that the prices of servers containing its artificial intelligence chips are going up more than 15% in many cases.

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#nvidia #amd #options - Bull v. Bear: NVDA AI Moat Expands & Valuation Shrinks: Schwab Network

24 July 2024 

Nvidia (NVDA) CEO Jensen Huang continues to grow the Mag 7 giant by focusing on creating fundamental tech tools, and investing in other rising AI leaders, says Kevin Hincks. He believes both stand as pillars to power growth and expand Nvidia's moat. Tom White adds that the company's valuation and reliance from other companies in its supply chain serve as bullish catalysts. Kevin turns to a bullish example options trade for the stock while Tom offers a bearish trade.

#nvidia #amd #options

#nvidia #earnings #ai - EARNINGS ALERT: Nvidia (NVDA): Schwab Network

26 February 2026

Nvidia (NVDA) posted record quarterly revenue backed by strong data center growth and still-strong margins powering the Blackwell and Vera Rubin chipmaker. Investors rewarded the earnings beat with a rally.

Marley Kayden, Sam Vadas, and George Tsilis break down the numbers and explain how all of this affects the general AI trade.

#usa #ai - Dan Ives: Nvidia put up a masterpiece quarter and threw AI 'bubble' out the window: CNBC Television

20 November 2025

Dan Ives, Wedbush Securities, joins 'Closing Bell' to discuss why the market isn't giving Nvidia credit for its quarter, if investors can have confidence in Nvidia's customers and much more.

#USA #Investment - China ramps up crackdown on Nvidia chip imports, US government shutdown shows no signs of easing: Yahoo Finance

10 October 2025

Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest market news for October 10, 2025. The US government shutdown is at an impasse with no signs of cracking. On Wednesday, a sixth vote failed to win approval, with the Affordable Health Care Act being a key sticking point. 

According to Chinese state media, China is cracking down on Nvidia chips, with customs officers deployed to major ports in an effort to try to stop its Big Tech firms from buying from Nvidia. 

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#Podcast - Nvidia announces $100bn investment in Open A.I. CNBC International Live

23 September 2025

Nvidia unveils plans for a $100bn investment in Open A.I. with the two firms partnering on data centres. CEOs Jensen Huang and Sam Altman tell CNBC the giant investment will release the sector’s potential. Dutch chip equipment maker ASMI slashes its FY forecasts, citing disappointing demand in two key units. Fed board governor and Trump ally Stephen Miran urges the central bank to cut rates by almost two percentage points.