Skip to content

Traders Digest Jensen Huang’s Exit from Nvidia

Watch this video on YouTube ↗
“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 Avril Hong give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:

00:00:00 - Bloomberg: The China Show opens

00:01:52 - Nvidia CFO Colette Cress becomes firm's interim CEO

00:11:19 - China says the US should not use the Huang scandal to justify tech curbs

00:16:10 - William Blair's Vivian Lin Thurston on China equity volatility amid Nvidia fallout

00:26:22 - Breaking: New World said to consider up to $3.2B rights issue

00:27:30 - Investors weigh Nvidia turmoil's impact on AI trade

00:32:04 - Thurston on the impact of a Democratic-controlled Congress on China's chip access restrictions

00:36:05 - Opinion: China is the biggest loser from Jensen Huang's downfall

00:38:05 - Ashton Analytics' Anna Ashton on trust concerns surrounding Huang and Nvidia

00:48:06 - Nvidia fallout threatens China's AI ambitions

00:55:12 - Bloomberg Intelligence sees Nvidia's near-term outlook remaining intact despite turmoil

00:59:35 - Goldman Sachs' Hui Shan on whether the volatility around Nvidia will weigh on China's economy

01:10:56 - New World is said to consider a rights issue as Bain walks away

01:14:51 - Opinion: Why Anthropic's IPO, not Nvidia turmoil, will decide the AI trade

01:17:41 - Bloomberg Intelligence: Active ETFs keep Nvidia exposure

01:21:37 - ETF IQ Asia: Guinness Atkinson Funds' Jim Atkinson on the growing popularity of K-Beauty-themed ETFs

--------

More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9

Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:

X: https://twitter.com/BloombergTV

Facebook: https://www.facebook.com/BloombergTelevision

Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:

X: https://twitter.com/business

Facebook: https://www.facebook.com/bloombergbusiness

Instagram: https://www.instagram.com/bloombergbusiness/

TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en

Reddit: https://www.reddit.com/r/bloomberg/

LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:

Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance

Bloomberg Politics: https://twitter.com/bpolitics

Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:

Bloomberg Technology: https://www.youtube.com/@BloombergTechnology

Bloomberg Originals: https://www.youtube.com/@business

Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake

Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol

Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

More to explore