Closing Bell Overtime: Nvidia Faces a New Crisis 11/9/26
Notes de l’épisode
Nvidia CEO Jensen Huang faces an investigation that raises fresh questions about the company’s leadership and national security. Melius’ Ben Reitzes breaks down what the controversy could mean for Nvidia shares, its succession plans and the broader AI trade. Neuberger Berman President Joseph Amato assesses the market outlook and where investors should position amid the latest uncertainty. Meantime, former CIA officer David Fitzgerald examines the espionage and national security implications surrounding the Huang investigation. MoffettNathanson’s Nick Del Deo previews CoreWeave earnings and what the results could reveal about AI infrastructure spending.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.