NVIDIA Spy Probe, AI Risks and Market Rally

November 9, 2026; 1pm: Kelly Evans covers NVIDIA’s sell-off amid an investigation into Jensen Huang’s alleged relationship with a businesswoman U.S. intelligence agencies say is a Chinese spy, along with the potential fallout for AI, China policy and corporate governance. The episode also tracks the broader market rally, oil’s decline and rising power demand tied to data centers.

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