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Citi's Manthey Says Value, Quality Could Outperform AI Stocks

4 days 12 hours ago
Beata Manthey, head of European equity strategy at Citi, discusses market positioning amid heightened uncertainty about the AI buildout. "We've basically neutralized the growth exposure, or AI exposure," Manthey tells Bloomberg Television. "We argue that more value, or more quality parts of the market, some defensives, could outperform in this type of environment," she adds. (Source: Bloomberg)

What to Know About Nvidia CEO Jensen Huang’s Affair With Suspected Chinese Spy

4 days 13 hours ago
Nvidia Corp., the world’s second-most valuable company and the US chipmaker at the heart of the global AI industry, is facing a crisis like none other in its three-decade history. On Nov. 8, Chief Executive Officer Jensen Huang admitted he had been unfaithful in his marriage, effectively confirming a series of reports linking him romantically with a woman who has been identified as a suspected Chinese spy and whose company bought chips from Nvidia.

Nvidia's Probe Into Huang Affair Adds to AI Trade Risks

4 days 14 hours ago
Nvidia's probe into CEO Jensen Huang, following his admission of an affair with a woman identified in a series of reports as a suspected Chinese spy, threatens to further roil an AI market shaken by concerns about a slowdown in data center spending. Bloomberg's Anthony Stephens explains. (Source: Bloomberg)

The Emerging Markets Everyone Else Is Missing

4 days 16 hours ago
Emerging markets have had a strong year, but much of that performance has been driven by a handful of AI-linked stocks. Merryn Somerset Webb speaks with Neuberger portfolio managers Vera German and Juan Torres about where they’re finding value away from the crowded trade — from China and Brazil to Mexico, Kenya and Uzbekistan — and why they think some of the best opportunities are hiding far from the index. (Source: Bloomberg)

Huang's Affair Engulfs Nvidia in Chinese Spying Probe

4 days 17 hours ago
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and Annabelle Droulers give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)

Nvidia CEO’s Affair Engulfs AI Giant in Spying Probe

4 days 19 hours ago
Nvidia Chief Executive Officer Jensen Huang admitted to having an affair with a woman suspected of being a Chinese spy, prompting the Nvidia board to launch an investigation. Bloomberg's Minmin Low breaks down the news and shares what Huang previously told Bloomberg about the company's succession plans. (Source: Bloomberg)
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