Nvidia Board Meets to Consider Replacing Jensen Huang
Channel: Bloomberg Television
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Read a transcript preview of “Nvidia Board Meets to Consider Replacing Jensen Huang” from Bloomberg Television, uploaded on 2026-11-12.
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Language: English (creator captions)
[0:03] ANNA: GOOD MORNING, EVERYBODY. IT'S THURSDAY, IT'S NOVEMBER 12.
[0:07] HERE'S WHAT'S ON TODAY'S AGENDA. NVIDIA'S BOARD HAS BEEN MEETING
[0:10] TO DISCUSS JENSEN HUANG'S FUTURE, THE STOCK DROPPED NEARLY
[0:13] 9% POST MARKET. WHO STANDS TO GAIN FROM NVIDIA'S
[0:15] TURMOIL? WE LOOK AT COMPETITORS FROM
[0:18] SILICON VALLEY TO CHINA. AND THE AI BOOM DELIVERS A
[0:23] GUIDANCE UPGRADE FOR SIMONS. WE TRACK -- SIEMENS.
[0:26] TOM: WITH JENSEN HUANG'S FATE FIRMLY IN THE BALANCE RIGHT NOW
[0:29] NASDAQ 100 FUTURES POINTING TO THAT DROP AND CERTAINLY NVIDIA
[0:31] PART OF THAT MIX. A BIG REASON WHY.
[0:34] WE ARE SO MUCH LOWER ON FUTURES. POINTING LOWER BY 1%.
[0:37] WE CONTINUE TO MONITOR THAT STORY.
[0:38] EUROPEAN FUTURES IN A DIFFERENT SPACE.
[0:39] FLEE STRAIGHT DAYS OF GAINS SET FOR A FULL STRAIGHT DAY OF
[0:42] UPSIDE AT RECORD HIGHS NOW EUROPEAN STOCKS.
[0:45] DO THEY BENEFIT FROM THE TRAVAILS AROUND AI?
[0:48] IS THIS A HAVEN FOR INVESTORS? CULTURE-THE-CURRENTLY POINTING
[0:50] HIGHER BY .2%. BRENT CRUDE AND OIL PRICES HAVE
[0:53] BEEN A FACTOR AND A CATALYST FOR EUROPE.
[0:56] AT AROUND $92 A BARREL HAVING A LITTLE WEAKER IN THE SESSION BUT
[0:59] NOW UP JUST .1%. THE COUNTDOWN TO "THE OPENING
[1:15] TRADE" STARTS RIGHT NOW. ANNA: WELCOME TO THE PROGRAM,
[1:16] EVERYBODY. THIS IS "THE OPENING TRADE."
[1:19] ONE MINUTE PAST 7:00 HERE IN LONDON.
[1:21] AND EUROPEAN INVESTORS WAKING UP TO THE NEWS THAT THE BOARD OF
[1:24] NVIDIA HAS BEEN MEETING TO TALK ABOUT THE FUTURE OF JENSEN
[1:27] HUANG. AND WE DON'T KNOW YET.
[1:29] THE CONCLUSIONS OF THAT MEETING. WHAT THEY ARE TALKING ABOUT.
[1:32] WHERE IN CONVERSATION GOES NEXT. BUT IT DOES ADD SOME EXTRA SORT
[1:36] OF URGENCY TO