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Nvidia CEO Affair Probe, Rubio Slams Iran’s Demands, More

Nov 9, 2026 · 8m

Summary

Nvidia CEO Jensen Huang admitted to an affair with a suspected Chinese spy, triggering a board investigation and a 6% drop in shares. The episode also covers UBS CEO Sergio Motti’s warning that US midterm results could slow AI capacity buildout, Credit Agricole’s proposed merger with Banco BPM, and UK Prime Minister Andy Burnham’s push to reopen the Brexit debate. Additionally, the segment highlights European military exercises on Ukraine peace enforcement and Secretary of State Marco Rubio’s skepticism regarding negotiations with Iran.

Topics discussed

Sponsor: ChachiPT for business expansion Nvidia CEO Jensen Huang spy scandal and market reaction UBS CEO on AI investment timing and political risks European banking consolidation and Unicredit profits UK PM Burnham's push to reopen Brexit debate European military exercises and Ukraine war stats US-Iran negotiations and diplomatic tensions Market wrap: Nvidia, Sankana AI, and global indices Tech Minute: Chinese EVs return to physical controls Sponsor: Navy Federal Premier Card travel rewards Sponsor: Empower Personal Dashboard Sponsor: Underdog Fantasy Sponsor: Guardian Kids Bikes
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