Bloomberg Surveillance 11/12/2026

0 November 12, 2026 15:00

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 Jensen Huang Ousted, Nvidia Fallout and Fed Rate Fears
05:51 Nvidia Faces a Hard Reset Without Huang — Matt Bloxham
08:00 Nvidia Likely Needs an Outside CEO — Angelo Zino, CFRA
17:49 Tech Selloff Is Creating a Buying Opportunity — Keith Lerner, Truist Advisory Services
30:29 Trump Asked to Preserve Nvidia Documents by Senators — Tyler Kendall
32:10 Nvidia Scandal Threatens US-China Detente — Ed Mills, Raymond James
40:52 Investors Diversifying Away From Nvidia — Ted Mortonson, Baird
55:34 Nvidia Looks Too Cheap Despite ‘Worst Possible Outcome’ — Matt Bryson, Wedbush Securities
1:05:42 AI Transformation Bigger Than Any Company — Mike Pyle, BlackRock
1:17:52 Nvidia Fallout Puts US-China Trade Truce at Risk — Tyler Kendall
1:19:49 China Is Only Months Behind US in AI — Brad Carson, Fmr. DoD Undersecretary
1:29:30 AI Financing Remains Strong Despite Nvidia Turmoil — Nathaniel Rosenbaum, JPMorgan
1:42:12 Huang Exit Is a Tail Risk for Tech — Peter Tchir, Academy Securities
1:52:37 More Downside for Nvidia Without Jensen Huang — Jay Goldberg, Seaport
2:01:02 US Jobless Claims Rise to 200,000
2:03:59 Fed Should Hike 25 Bps in December — Tom Porcelli, Wells Fargo
2:15:29 Jensen Huang Ousted as Nvidia CEO
2:16:50 AI Trade Can Weather Huang’s Nvidia Exit — Matt Witheiler, Wellington Management
2:21:05 Nvidia Splits Chairman, CEO Roles After Huang Exit — Ed Ludlow
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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Annmarie Hordern: https://twitter.com/annmarie

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