Bloomberg Surveillance 11/9/2026
Channel: Bloomberg Television
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Read a transcript preview of “Bloomberg Surveillance 11/9/2026” from Bloomberg Television, uploaded on 2026-11-09.
Transcript preview
Language: English (creator captions)
[0:05] >> WE HAVE BEEN LEADING INTO THE ENTIRETY OF THE AI STORY.
[0:08] >> DEMAND IS ACCELERATING. >> THIS SELLOFF IS OVERDONE.
[0:14] >> THE MARKET BECAME TOO CRAZY BECAUSE THE UPSIDE WAS ALL
[0:15] OMITTED. >> IT IS ABOUT CAPITAL
[0:18] DISCIPLINE, WHICH WE HAVE NOT SEEN YET.
[0:20] FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN.
[0:26] LISA: GOOD MORNING. LIVE FROM NEW YORK, WELCOME TO
[0:27] "BLOOMBERG SURVEILLANCE." STOCKS TRYING TO STAGE A REBOUND
[0:31] AFTER THE WORST WE CAN MORE THAN A YEAR.
[0:34] NON-TECH STOCKS STILL TREATING WITH TRADERS STILL
[0:42] GOING AT THE ELECTION. AND NVIDIA SHARES SHARPLY LOWER
[0:45] AFTER LAUNCHING AN INVESTIGATION INTO ITS CEO'S AFFAIR WITH A
[0:49] WOMAN SUSPECTED TO BE A CHINESE SPY.
[0:53] ANNMARIE: THIS IS A CRISIS AT THE CENTRAL BANK OF CHIPS.
[0:57] THE ENTIRE AI TRADE, ESPECIALLY AS WE THINK ABOUT CIRCULAR
[1:00] FINANCING, RELIES ON NVIDIA. NOW YOU HAVE A NATIONAL SECURITY
[1:04] CONCERN LAYERED INTO THAT WITH THE BOARD INVESTIGATING AND
[1:05] SAYING THEY WILL ADDRESS THESE REPORTS THAT THEY POTENTIALLY
[1:08] WHERE THE TARGET OF A FOREIGN INTELLIGENCE EFFORT.
[1:13] AND JENSEN HUANG ADDRESSING HIS EMPLOYEES WITH THIS MEMO,
[1:15] BASICALLY SAYING IT IS A VERY SORRY, BUT IT IS TRUE, HE HAD AN
[1:19] AFFAIR. THIS IS NOT JUST HIS STORY FOR
[1:24] FINANCIAL MARKETS BUT NATIONAL SECURITY.
[1:29] LISA: THERE IS THE IDEA THAT JENSEN HUANG IS NVIDIA, THE
[1:34] LEADER OF THE AI CHIP UNIVERSE, REALLY THE ONE DRIVING THE
[1:36] CHARGE AND A LOT OF U.S. AI POLICY.
[1:40] BUT THE U.S. HAS BEEN TRYING TO MAKE SURE CHINA DOES NOT GET
[1:44] HOLD OF THE HIGHEST TECH CHIPS COMING OUT OF NVIDIA.
[1:47] NOW WE HAVE THIS INTIMATE RELATIONSHIP