Lutnick Under Fire in Nvidia Crisis

0 November 13, 2026 17:11

On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest from Nvidia and DC. On today’s show, former Deputy Director of National Intelligence Lt. Gen. Karen Gibson (Ret.), Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino, S-3 Group Partner Ashley Davis and Lumbra Co-Founder and CEO Aaron Brown.

Chapters:
00:00:00 Radio Balance of Power: Early Edition
00:02:20 Markets: Nvidia & Chip Stocks Fall
00:03:46 Nvidia Searches for Huang’s Successor
00:05:01 Trump on Jensen Huang & China
00:06:17 Nvidia Scandal Looms Over Trump’s China Trip
00:07:25 Pressure Builds on Howard Lutnick
00:09:13 Congress Targets Commerce Over Chip Controls
00:09:43 China, AI Chips & National Security
00:13:43 Espionage & China’s Intelligence Strategy
00:15:33 China, Rare Earths & U.S. Leverage
00:16:09 Iran, Military Pressure & Oil
00:19:02 Markets: Nvidia & Semiconductors Slide
00:20:37 Huang & Lutnick Prepare for Congressional Hearings
00:22:33 Political Panel: Nvidia, China & Washington
00:24:32 Howard Lutnick’s Political Future
00:27:18 Schumer Faces Democratic Leadership Challenge
00:32:32 Chip Stocks Sell Off
00:34:17 Markets Reassess Nvidia’s Leadership Crisis
00:37:48 AI, Espionage & the U.S.-China Race
00:42:06 Export Controls & Protecting U.S. AI
00:43:55 AI Agents & National Security
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