"Privately, investors are telling me the timing of this couldn't have been worse."
@MadisonMills joined @brikeilarcnn to discuss Nvidia's investigation into CEO Huang, investor concerns and questions about what the Trump admin knew.
Maria Curi joined @KyraPhillips to discuss Jensen Huang's ties to a suspected Chinese spy and AI regulation's political appeal after the midterms.
๐บ: @ABCNewsLive | @m_ccuri | @axios
Jim VandeHei joined Morning Joe to discuss why Dems will need discipline to govern, Talarico's Texas victory and his and @mikeallen's column on Texas emerging as "the American story."
๐บ: @Morning_Joe | @JimVandeHei | @axios
Axios Senior AI Reporter @MadisonMills22 says investors are frustrated in private despite publicly backing Jensen Huang, with the news coming at the worst possible time:
"The company made it clear in a statement that they sent us yesterday that they do not believe that there's going to be an ousting of Jensen. They see him continuing to be CEO."
"We had Bill Ackman, Gavin Baker coming out on X with a full-throated response to this, saying that they don't believe that Jensen would do anything to hurt America, that they stand by him."
"So then I started talking to investors privately who were not as rosy on the situation, who were telling me it was kind of annoying. It was an unfortunate event and that it was incredibly poorly timed as well."
"You guys know the market rout that we've been having, and then the blue wave in Congress. Is Washington going to go harder on Jensen and investigations now because of this?"
"The timing for investors is really tough, and many of them told me it was incredibly unfortunate and that they're, yes, annoyed, but publicly they're going to support Jensen."
Courtenay Brown joined @TaylorPopielarz to break down the jobs report, persistent inflation and the tough market for job seekers, plus take viewer calls.
๐บ: @cspanwj | @Courtenay_Brown | @axios
๐ช๏ธ @m_ccuri joined @aishahhasnie, @alivitali and @dianermacedo to discuss Trump's defense of Jensen Huang amid Chinese espionage concerns, potential congressional investigations and pressure to restrict US chip sales to China.
"It's in President Trump's interest that some kind of government will be formed in Israel."
@BarakRavid joined @jessicadean to discuss his scoop on Trump's post-election call with Netanyahu, pressing Israel to advance the Gaza peace plan.
Big thanks to the guests who joined me on @cspanwj this morning!
โฃ @ccwhip
โฃ @Courtenay_Brown
โฃ @Brad_L_Bowman
We had a packed show and fielded 40+ calls, texts, and social media comments.
You can watch back each segment here:
https://t.co/6fmZY2vK74
Maria Curi joined @SumiSomaskanda to discuss how Dems' midterm wins could reshape the AI data center boom and tech giants' response.
๐บ: @BBCWorld | @m_ccuri | @axios
"Gloom" is how @MarcACaputo describes the mood inside Trump's White House following the GOP's midterm losses.
He joined @PeterAlexander's panel to discuss Trump's next moves, the possibility of bipartisan dealmaking and why Ron DeSantis is looking hungry for 2028.
Maria Curi joined @dianermacedo to discuss how post-midterm power shifts could put the AI boom in question and growing backlash against data centers.
๐บ: @ABCNewsLive | @m_ccuri | @axios
Mike Allen joined Morning Joe to discuss his and @JimVandeHei's column on "Normal America," voters' rejection of overreach and corruption, and the resilience of American institutions.
๐บ: @Morning_Joe | @mikeallen | @axios
Stef Kight joined @KateBolduan to discuss Republicans reeling from midterm losses, frustration with the White House and the potential impeachment of Pete Hegseth.
๐บ: @NewsCentralCNN | @StefWKight | @axios
Marc Caputo joined @thelauracoates' panel to discuss Trump's response to the GOP's midterm losses, Vance's 2028 ambitions & why election fraud claims have quieted.
๐บ: @CNN | @MarcACaputo | @axios
"Voters just made their voices loud and clear about how they feel about the state of the economy."
@MadisonMills22 joined @KateBolduan to discuss the latest jobs report, AI's impact on workers and what the midterms mean for the data center boom.
Marc Caputo joined @ElizabethKPIX to discuss Vance's response to the GOP's losses, his delicate balancing act with Trump & potential Republican contenders for 2028.
๐บ: @CBSNews | @MarcACaputo | @axios
And what comes next for Dems? @AlexThomp on why party leaders are holding off on impeachment and how they can keep their momentum heading into the next election cycle.
๐งถ @AlexThomp is on @andersoncooper and @kaitlancollins' panel all afternoon to discuss midterm results.
First up: Trump's response to GOP losses, candidate quality issues and whether voters rejected his agenda, not just his candidates.