Jensen Huang Saga Tests AI Trade Ahead of Anthropic IPO

0 November 13, 2026 03:21

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney with Haidi Stroud-Watts and Paul Allen, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:01:17 – Nvidia turns to Colette Kress as interim CEO
00:05:52 – Nvidia controversy triggers China chip access fears
00:15:19 – Moor Insights’ Patrick Moorhead on Jensen Huang’s exit from Nvidia
00:26:52 – Bloomberg Economics: Jensen Huang’s exit could slow US-China AI race
00:31:31 – Asian stocks set for cautious open on Nvidia fallout
00:38:45 – Goldman Sachs’ Makoto Kuroda on Japanese megabanks’ earnings
00:47:22 – Markets open in Japan, South Korea
00:49:55 – Asian tech stocks in focus as markets mull Huang’s Nvidia exit
00:59:59 – Senate Banking chair asks Huang, Lutnick to testify: Politico
01:02:33 – Silicon Data’s Carmen Li on soaring GPU demand
01:10:16 – Trump urged Nvidia’s Huang to fight for his job: NYT
01:14:33 – UBS’ Randy Abrams on impact of Nvidia saga on Taiwanese chipmakers
01:22:56 – Singtel CFO Arthur Lang unpacks the telecom giant’s 1H earning
01:32:10 – Bloomberg Opinion: Forget Nvidia. Anthropic IPO is AI trade’s litmus test
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