Nvidia released its third quarter earnings Wednesday, crushing estimates and easing Wall Street’s concerns about an AI bubble.

On today’s Big Take podcast, Bloomberg Tech’s Ed Ludlow sits down with David Gura to discuss his post-earnings interview with Jensen Huang – what the Nvidia CEO had to say about the company’s breakneck growth, so-called circular deals, and potential expansion into China.

Read more:
Nvidia’s Huang Says Company Has Plenty of New Chips to Sell
It's OK, Nvidia Says There's No AI Bubble

Nvidia released its third quarter earnings Wednesday, crushing estimates and easing Wall Street&rsquo;s concerns about an AI bubble.
On today&rsquo;s Big Take podcast, Bloomberg Tech&rsquo;s Ed Ludlow sits down with David Gura to discuss his post-earnings interview with Jensen Huang &ndash; what the Nvidia CEO had to say about the company&rsquo;s breakneck growth, so-called circular deals, and potential expansion into China.
Read more:
<ul>
<li aria-level="1"><a href="https://www.bloomberg.com/news/articles/2025-11-20/nvidia-s-huang-says-company-has-plenty-of-new-chips-to-sell">Nvidia&rsquo;s Huang Says Company Has Plenty of New Chips to Sell</a></li>
<li aria-level="1"><a href="https://www.bloomberg.com/opinion/newsletters/2025-11-20/it-s-ok-nvidia-says-there-s-no-ai-bubble?srnd=homepage-americas">It's OK, Nvidia Says There's No AI Bubble</a></li>
</ul>

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The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

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We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region.

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Nvidia Silences AI Skeptics (For Now)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fdc2fe96-f2f1-4647-8b96-b39b010be3fa/transcript

The Department of Justice released another batch of documents from the so-called Epstein Files on Friday. It brings the total number of pages the DOJ has made public since December to nearly 3.5 million.

On today’s Big Take, host David Gura is joined by Bloomberg investigative reporter and podcast host Jason Leopold to discuss what was and wasn’t in the latest document release — and what we’ve learned about Epstein and his business connections.

Further listening: 
Jason’s Disclosure podcast
What to Expect in the DOJ Epstein Files Release

Hosted by David Gura; Produced by Julia Press; Reported by Jason Leopold; Edited by Jeff Grocott.

Fact-checking by David Fox and Rachael Lewis-Krisky; Engineering by Alex Sugiura.

Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

The Department of Justice released another batch of documents from the so-called Epstein Files on Friday. It brings the total number of pages the DOJ has made public since December to nearly 3.5 million.
On today&rsquo;s Big Take, host David Gura is joined by Bloomberg investigative reporter and podcast host Jason Leopold to discuss what was and wasn&rsquo;t in the latest document release &mdash; and what we&rsquo;ve learned about Epstein and his business connections.
Further listening:&nbsp;
<ul>
<li aria-level="1">Jason&rsquo;s <a href="https://podcasts.apple.com/us/podcast/disclosure/id1847986591">Disclosure</a> podcast</li>
<li aria-level="1"><a href="https://podcasts.apple.com/us/podcast/big-take/id1578096201?i=1000740292697">What to Expect in the DOJ Epstein Files Release</a></li>
</ul>
Hosted by David Gura; Produced by Julia Press; Reported by Jason Leopold; Edited by Jeff Grocott.
Fact-checking by David Fox and Rachael Lewis-Krisky; Engineering by Alex Sugiura.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

What Is (And Isn’t) in the Latest Epstein Files Release

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/553091cd-1b64-4834-9436-b3e5017530a4/transcript

In the AI industry, there's always a hot new thing. First it was ChatGPT. Then it was the image generators. There was the DeepSeek moment. In the latter half of last year, everyone was excited about how good Google's Gemini was. In January 2026, the new hot thing everyone is talking about is Claude Code. But of course, the AI models have been able to generate lines of code for a long time now. So what is it about Claude Code that has people so excited? Why is it that people are asking: "Is this AGI?" On this episode of Bloomberg's Odd Lots, hosts Joe Weisenthal and Tracy Alloway speak with Noah Brier, the co-founder of Alpehic, a consultancy firm that helps large organizations implement AI technology. Noah has been using the Large Language Models for longer than just about anyone, since even before ChatGPT existed. He explains the evolution of AI-assisted coding, what Claude Code actually is, and why it is that traditional software firms have been getting destroyed in the stock market lately.

Read more:
Meta Begins Job Cuts as It Shifts From Metaverse to AI Devices
AI Coding Startup Replit Nears Funding at $9 Billion Valuation

Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at  bloomberg.com/subscriptions/oddlots

Subscribe to the Odd Lots Newsletter
Join the conversation:discord.gg/oddlots

In the AI industry, there's always a hot new thing. First it was ChatGPT. Then it was the image generators. There was the DeepSeek moment. In the latter half of last year, everyone was excited about how good Google's Gemini was. In January 2026, the new hot thing everyone is talking about is Claude Code. But of course, the AI models have been able to generate lines of code for a long time now. So what is it about Claude Code that has people so excited? Why is it that people are asking: "Is this AGI?" On this episode of Bloomberg's Odd Lots, hosts Joe Weisenthal and Tracy Alloway speak with Noah Brier, the co-founder of Alpehic, a consultancy firm that helps large organizations implement AI technology. Noah has been using the Large Language Models for longer than just about anyone, since even before ChatGPT existed. He explains the evolution of AI-assisted coding, what Claude Code actually is, and why it is that traditional software firms have been getting destroyed in the stock market lately.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-01-13/meta-begins-jobs-cuts-after-shifting-focus-from-metaverse-to-phones?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">Meta Begins Job Cuts as It Shifts From Metaverse to AI Devices</a> <a href="https://www.bloomberg.com/news/articles/2026-01-15/ai-coding-startup-replit-nears-funding-at-9-billion-valuation?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">AI Coding Startup Replit Nears Funding at $9 Billion Valuation</a>
Only <a href="http://Bloomberg.com" data-inline-card="" data-card-data="">http://Bloomberg.com</a> subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at&nbsp; <a href="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">bloomberg.com/subscriptions/oddlots</a>
<a href="http://bloomberg.com/subscriptions/oddlots" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">Subscribe to the Odd Lots Newsletter</a> Join the conversation: <a href="https://discord.gg/oddlots" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">discord.gg/oddlots</a>

Weekend Listen: Why the Tech World Is Going Crazy for Claude Code

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6b948b3a-d34c-4947-8a7c-b3e400e83f63/transcript

After months of speculation and a publicized selection process befitting The Apprentice, President Trump has announced his pick to lead the Federal Reserve: former Fed Governor Kevin Warsh.

Historically a monetary policy hawk, the now dovish Warsh is expected to align more closely with President Trump’s views on inflation and rate decisions.

On today’s Big Take podcast, host Sarah Holder sits down with Bloomberg Fed reporters Amara Omeokwe and Saleha Mohsinto discuss Warsh’s nomination, the early reactions we’ve seen from Wall Street and Washington, and what his past record and recent evolution signal about how he may handle interest rates and an ongoing battle over Fed independence.

Hosted by Sarah Holder; Produced by David Fox; Reported by Amara Omeokwe, Saleha Mohsin; Edited by Naomi Shavin.

Fact-checking by Eleanor Harrison-Dengate, Julia Press; Engineering by Alex Sugiura.

Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

After months of speculation and a publicized selection process befitting The Apprentice, President Trump has announced his pick to lead the Federal Reserve: former Fed Governor Kevin Warsh.
Historically a monetary policy hawk, the now dovish Warsh is expected to align more closely with President Trump&rsquo;s views on inflation and rate decisions.
On today&rsquo;s Big Take podcast, host Sarah Holder sits down with Bloomberg Fed reporters Amara Omeokwe and Saleha Mohsin to discuss Warsh&rsquo;s nomination, the early reactions we&rsquo;ve seen from Wall Street and Washington, and what his past record and recent evolution signal about how he may handle interest rates and an ongoing battle over Fed independence.
Hosted by Sarah Holder; Produced by David Fox; Reported by Amara Omeokwe, Saleha Mohsin; Edited by Naomi Shavin.
Fact-checking by Eleanor Harrison-Dengate, Julia Press; Engineering by Alex Sugiura.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

How Kevin Warsh Could Shape the Fed

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f708ac14-f7b8-4d2d-951a-b3e201739a2d/transcript

Nvidia Silences AI Skeptics (For Now)

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