Nvidia's post-Jensen Huang era has just begun and there are so many open questions about the company's future. Who will the board choose to be Nvidia's next CEO? Will the government crack down on the chipmaker's business practices, particularly in Asia? And will Nvidia's uncertain position begin to spillover into the wider AI ecosystem, from the labs to data center providers? Stacy Rasgon, managing director and senior analyst at Bernstein, isn't optimistic about the short term future of Nvidia and he talks to us today about the cloudy outlook at the company in the wake of Jensen's resignation. We also discuss why he chose to downgrade Nvidia's stock, the surreal experience of covering Jensen's fall as an analyst, and what he's paying attention to ahead of Nvidia's earnings.

Read more:
https://www.bloomberg.com/news/articles/2026-11-13/retail-investors-stick-with-nvidia-despite-jensen-huang-s-departure
Silicon Valley’s Group Chats Are Having a Moment of Jensanity

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Nvidia's post-Jensen Huang era has just begun and there are so many open questions about the company's future. Who will the board choose to be Nvidia's next CEO? Will the government crack down on the chipmaker's business practices, particularly in Asia? And will Nvidia's uncertain position begin to spillover into the wider AI ecosystem, from the labs to data center providers? Stacy Rasgon, managing director and senior analyst at Bernstein, isn't optimistic about the short term future of Nvidia and he talks to us today about the cloudy outlook at the company in the wake of Jensen's resignation. We also discuss why he chose to downgrade Nvidia's stock, the surreal experience of covering Jensen's fall as an analyst, and what he's paying attention to ahead of Nvidia's earnings.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-11-13/retail-investors-stick-with-nvidia-despite-jensen-huang-s-departure?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">https://www.bloomberg.com/news/articles/2026-11-13/retail-investors-stick-with-nvidia-despite-jensen-huang-s-departure</a> <a href="https://www.bloomberg.com/news/articles/2026-11-13/nvidia-s-jensen-huang-joins-billionaire-tech-titans-cheating-on-their-wives?srnd=homepage-americas?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">Silicon Valley&rsquo;s Group Chats Are Having a Moment of Jensanity</a>
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Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday, Thursday, and Friday

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday, Thursday, and Friday

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Odd Lots

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday, Thursday, and Friday.

On Bloomberg&rsquo;s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday, Thursday, and Friday.

How Wall Street Is Bracing For the Post-Jensen Huang Nvidia Era

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9d24ac51-fef1-4f4e-8cda-b501016c2b98/transcript