Bloomberg Surveillance 11/12/2026

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." Chapters: 00:00 Jensen Huang Ousted, Nvidia Fallout and Fed Rate Fears 05:51 Nvidia Faces a Hard Reset Without Huang — Matt Bloxham 08:00 Nvidia Likely Needs an Outside CEO — Angelo Zino, CFRA 17:49 Tech Selloff Is Creating a Buying Opportunity — Keith Lerner, Truist Advisory Services 30:29 Trump Asked to Preserve Nvidia Documents by Senators — Tyler Kendall 32:10 Nvidia Scandal Threatens US-China Detente — Ed Mills, Raymond James 40:52 Investors Diversifying Away From Nvidia — Ted Mortonson, Baird 55:34 Nvidia Looks Too Cheap Despite ‘Worst Possible Outcome’ — Matt Bryson, Wedbush Securities 1:05:42 AI Transformation Bigger Than Any Company — Mike Pyle, BlackRock 1:17:52 Nvidia Fallout Puts US-China Trade Truce at Risk — Tyler Kendall 1:19:49 China Is Only Months Behind US in AI — Brad Carson, Fmr. DoD Undersecretary 1:29:30 AI Financing Remains Strong Despite Nvidia Turmoil — Nathaniel Rosenbaum, JPMorgan 1:42:12 Huang Exit Is a Tail Risk for Tech — Peter Tchir, Academy Securities 1:52:37 More Downside for Nvidia Without Jensen Huang — Jay Goldberg, Seaport 2:01:02 US Jobless Claims Rise to 200,000 2:03:59 Fed Should Hike 25 Bps in December — Tom Porcelli, Wells Fargo 2:15:29 Jensen Huang Ousted as Nvidia CEO 2:16:50 AI Trade Can Weather Huang’s Nvidia Exit — Matt Witheiler, Wellington Management 2:21:05 Nvidia Splits Chairman, CEO Roles After Huang Exit — Ed Ludlow -------- Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV. Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9 Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com Follow Surveillance on X at: https://twitter.com/bsurveillance Follow the hosts: Jonathan Ferro: https://twitter.com/FerroTV Lisa Abramowicz: https://twitter.com/lisaabramowicz1 Annmarie Hordern: https://twitter.com/annmarie Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/