Why The Fed Is A Bigger Risk For The AI Boom Than Nvidia

Bloomberg Television2 hours ago1:34:03

"Insight with Haslinda Amin" is a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. Chapters: 00:00:00 - Insight with Haslinda Amin Begins 00:01:51 - Nvidia’s board is meeting to discuss Jensen Huang’s future 00:10:43 - Chairman of Rockefeller International and Founder of Breakout Capital Ruchir Sharma on the risks of an AI bubble bursting 00:19:30 - Ruchir Sharma on the case for a 50-basis-point Fed rate hike 00:21:29 - Ruchir Sharma on retail investors fueling the AI stock market boom 00:23:59 - Southeast Asia braces for fallout from the Nvidia crisis 00:26:32 - Prabowo said to accept Indonesia Vice President resignation 00:28:02 - Ruchir Sharma on Indonesia's depressed valuations and political risks 00:31:27 - Ruchir Sharma on China's economic troubles and the global impact of overcapacity 00:38:24 - Ruchir Sharma on India's potential as an alternative to the US AI trade 00:47:50 - Traders focus on who could be the winners and losers from the Nvidia scandal 00:51:55 - Oil prices fall toward two-month low 00:54:20 - Neste President and CEO Heikki Malinen on diesel supply tightness and volatile energy markets 01:04:35 - Nissan CEO Ivan Espinosa on the automaker's turnaround and challenges in China 01:10:58 - Mastercard Asia Pacific President Richard Wormald on consumer resilience amid higher interest rates 01:12:47 - Wormald on how agentic AI could transform online shopping and payments 01:19:32 - Nvidia scandal threatens to complicate upcoming Trump- Xi meeting 01:22:51 - Gavekal Research Director Laila Khawaja on credibility of espionage allegations in Nvidia crisis -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. 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/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

Trading stocks, CFDs, spread betting, futures, and options involves a high level of risk and may not be suitable for all investors. Prices can move rapidly, and losses can occur quickly and exceed your expectations.