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

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

    November 12, 2026 Business and Money Vids 2 Mins Read
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    "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

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