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

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 (https://www.bloomberg.com/news/articles/2026-11-13/retail-investors-stick-with-nvidia-despite-jensen-huang-s-departure?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article) Silicon Valley’s Group Chats Are Having a Moment of Jensanity (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&utm_source=podcast&utm_campaign=odd_lots&utm_content=article) Only http://Bloomberg.com (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 (https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast) Subscribe to the Odd Lots Newsletter (http://bloomberg.com/subscriptions/oddlots) Join the conversation: discord.gg/oddlots (https://discord.gg/oddlots) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets. Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts Check out more Odd Lots: https://youtube.com/playlist?list=PLe4PRejZgr0MuA6M0zkZyy-99-qc87wKV Get the Odd Lots newsletter via https://www.bloomberg.com/account/newsletters/oddlots And for all things Odd Lots, visit https://www.bloomberg.com/oddlots Visit our other YouTube channels: Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake #Bloomberg #Podcast #OddLots Visit us: https://www.bloomberg.com/podcasts Follow Bloomberg Podcasts on Twitter: https://twitter.com/podcasts For coverage on news, markets and more: http://www.bloomberg.com/video

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