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>

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.

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.

Big Take

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.

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.

Big Take Asia

Nvidia Silences AI Skeptics (For Now)

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

Nearly four months after the war in Iran began, US and Iranian negotiators are trying to turn their cease-fire into lasting peace. But critics of the latest memorandum of understanding say it mostly leaves President Donald Trump where he was before the war started, with many key issues unresolved.

On today’s Big Take podcast, Bloomberg Opinion columnist Marc Champion on the latest negotiations between the two countries and what foreign powers – from the Gulf to China – will be watching for in a proposed settlement.

Read more:  Trump’s Iran Truce Has the Hallmarks of Defeat

Hosted by David Gura; Produced by Julia Press; Reported by Marc Champion; Edited by Julia Weaver and Jeffrey Grocott.

Fact-checking by Victor Swezey and Laura Newcombe; Engineering by Emma Munger.

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

Nearly four months after the war in Iran began, US and Iranian negotiators are trying to turn their cease-fire into lasting peace. But critics of the latest memorandum of understanding say it mostly leaves President Donald Trump where he was before the war started, with many key issues unresolved.
On today&rsquo;s Big Take podcast, Bloomberg Opinion columnist Marc Champion on the latest negotiations between the two countries and what foreign powers &ndash; from the Gulf to China &ndash; will be watching for in a proposed settlement.
Read more: &nbsp;<a href="https://www.bloomberg.com/opinion/articles/2026-06-15/iran-us-peace-deal-trump-s-iran-truce-has-the-hallmarks-of-defeat?srnd=undefined">Trump&rsquo;s Iran Truce Has the Hallmarks of Defeat</a>
Hosted by David Gura; Produced by Julia Press; Reported by Marc Champion; Edited by Julia Weaver and Jeffrey Grocott.
Fact-checking by Victor Swezey and Laura Newcombe; Engineering by Emma Munger.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

Iran’s Leaders Are in No Hurry to Get a Peace Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6af3cbf1-70ff-41a1-ba09-b47401620c04/transcript

For a growing number of older workers, retirement is no longer feeling so achievable—or appealing. But staying in the workforce or going back to work in your 60s and 70s comes with challenges, for workers and companies.

On today’s Big Take podcast, Bloomberg’s Stacey Vanek Smith talks to the World Economic Forum’s Haleh Nazeri about the factors driving the rise in so-called ‘unretirement.’ And we hear from David Lloyd, a radio presenter who’s trying to give other Boomers a later-in-life career boost.

Read more: When the Best Retirement Is No Retirement at All

We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.

Hosted by Stacey Vanek Smith; Produced by Julia Press; Reported by Stacey Vanek Smith; Edited by Aaron Edwards.

Fact-checking by Victor Swezey; Engineering by Emma Munger.

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

For a growing number of older workers, retirement is no longer feeling so achievable&mdash;or appealing. But staying in the workforce or going back to work in your 60s and 70s comes with challenges, for workers and companies.
On today&rsquo;s Big Take podcast, Bloomberg&rsquo;s Stacey Vanek Smith talks to the World Economic Forum&rsquo;s Haleh Nazeri about the factors driving the rise in so-called &lsquo;unretirement.&rsquo; And we hear from David Lloyd, a radio presenter who&rsquo;s trying to give other Boomers a later-in-life career boost.
Read more: <a href="https://www.bloomberg.com/news/features/2026-03-17/why-more-people-over-60-are-choosing-not-to-retire">When the Best Retirement Is No Retirement at All</a>
We have a special Bloomberg subscription offer for podcast listeners at <a href="https://www.bloomberg.com/subscriptions/podcasts">Bloomberg.com/podcastoffer.</a>
Hosted by Stacey Vanek Smith; Produced by Julia Press; Reported by Stacey Vanek Smith; Edited by Aaron Edwards.
Fact-checking by Victor Swezey; Engineering by Emma Munger.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

What if the Best Retirement is No Retirement at All?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3b299d59-c3d7-44ab-a2cd-b473011acc90/transcript

After more than a decade as a private company, Chinese social media app Xiaohongshu, known internationally as RedNote, is testing China’s mood for all things tech with its plan to list in Hong Kong.

On today’s Big Take Asia podcast, host K. Oanh Ha speaks with Bloomberg Intelligence’s Robert Lea about why the time may be right for an IPO and what Xiaohongshu's debut says about the future of China’s tech industry.

Read more: Xiaohongshu Is Said to Ready Hong Kong IPO Filing This Month

After more than a decade as a private company, Chinese social media app Xiaohongshu, known internationally as RedNote, is testing China&rsquo;s mood for all things tech with its plan to list in Hong Kong.
On today&rsquo;s Big Take Asia podcast, host K. Oanh Ha speaks with Bloomberg Intelligence&rsquo;s Robert Lea about why the time may be right for an IPO and what Xiaohongshu's debut says about the future of China&rsquo;s tech industry.
Read more:&nbsp;<a href="https://www.bloomberg.com/news/articles/2026-06-15/xiaohongshu-is-said-to-ready-hong-kong-ipo-filing-this-month">Xiaohongshu Is Said to Ready Hong Kong IPO Filing This Month</a>

China’s Instagram Gets Ready to Go Public

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b6f84b5e-2c71-4d33-9455-b4720161ac57/transcript

Nvidia Silences AI Skeptics (For Now)

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