US Treasury Secretary Scott Bessent accuses Commerce Secretary Howard Lutnick of not acting fast enough over potential leaks of US chip technology getting to China.

It comes after Nvidia's CEO resigned over alleged affairs including with one woman thought to be a spy for China.

Will Bain is joined by Michelle Fleury and Rahul Tandon to discuss the latest and what the fallout of the Nvidia crisis means for the President and the world of AI.

(Picture credit: US House Speaker Mike Johnson, US Secretary of Commerce Howard Lutnick, Meta CEO Mark Zuckerberg, OpenAI President Greg Brockman, SpacexAI Founder and CEO Elon Musk, Nvidia President and CEO Jensen Huang, and CEO of AMD Lisa Su attend a luncheon for tech leaders hosted by US President Donald Trump in the East Room of the White House in Washington, DC, US, September 29, 2026. Credit: Reuters/Jonathan Ernst)

AI chip giant Nvidia CEO Jensen Huang stepped down after reports of two extramarital affairs were published. The first involved someone suspected to be a Chinese spy, while the second involved an executive at his own company. Nvidia's chief financial officer, Colette Kress, has been appointed interim boss. Joining Rahul Tandon for this special edition of Taking Stock are Russ Mould, Investment Director at AJ Bell in London, and Takara Small, technology journalist and columnist for CBC, in Toronto, Canada.

Producer: Matt Lines

You can email the team: [email protected]

(Picture: Nvidia founder Jensen Huang ahead of a meeting with the Senate Banking Committee on Capitol Hill in Washington, D.C., U.S., in December 2025. Credit: REUTERS/Evelyn Hockstein)

AI chip boss Jensen Huang is under pressure to quit Nvidia after reports alleging he had an affair with a suspected Chinese spy. Huang has acknowledged an extra-marital relationship, while Nvidia and the FBI are investigating the claims. The scandal has wiped billions of dollars off the value of the chipmaker at the centre of the AI boom. President Donald Trump, who has a close relationship with Huang and recently allowed Nvidia to resume some high-end chip sales to China, is also facing questions about what he knew and when. The BBC's North America Technology Correspondent, Lily Jamali, has been to Nvidia's headquarters this week and shares her insights with Will Bain and Rahul Tandon.

Producer: Gideon Long

**This episode was recorded at 1600 GMT on Wednesday 11 November 2026**

(Picture: Nvidia CEO Jensen Huang speaks on stage during the Invest in Germany Summit in Berlin, Germany, October 19, 2026. Credit: REUTERS/Lisi Niesner)

Joanna Maiden was 26 years old when she arrived in Kenya and decided to open her business. Starting in a tiny outhouse with just four machinists, over the next few decades she built Soko Kenya, a clothing manufacturing company. She discusses the challenges of building a business in rural Kenya, the setbacks she faced along the way, and how she brought in work from international brands.

Producers: Victoriya Holland and Neggeen Sadid

You can email the team: [email protected]

(Picture: Joanna Maiden)

Nearly $2 billion was bet on last week's US midterm elections on two prediction markets, Polymarket and Kalshi. The platforms say they're regulated financial exchanges, not casinos. A growing number of US states disagree. Sam Fenwick follows the money behind a prediction market bet on the US midterm elections, speaking to traders, the exchanges hosting them, researchers who found most traders lose money and state regulators who argue political prediction contracts are no different from gambling in a casino.

Producer: Josh Martin

You can email the team: [email protected]

(Picture: Voters fill out their ballots during early voting in Detroit, Michigan, USA, 02 November 2026. Credit: EPA/Shutterstock)

Producer: Josh Martin

You can email the team: [email protected]

(Picture: Voters fill out their ballots to vote in the midterm election on the last day of early voting at the City of Detroit Department of Elections in Detroit, Michigan, USA, 02 November 2026. Credit: EPA/Shutterstock)

Europe has long relied on America's tech giants to power its digital economy. Now, as geopolitical tensions rise, it's seeking greater control over its digital future through a push for digital sovereignty. We examine what's driving the push and what it could mean for businesses and consumers. 

Presenter/producer: Elizabeth Hotson

You can email us: [email protected]

(Picture: European Commission Executive Vice-President for Tech Sovereignty, Security and Democracy Henna Virkkunen at the European Parliament session in Strasbourg, France, 06 October 2026. Credit: Olivier Matthys/EPA/Shutterstock)

The Democrats won big in the US midterm elections and have control of both houses of Congress. But Donald Trump still holds a presidential veto and is threatening to use it. Can the Democrats use their new congressional majority to tackle America's affordability crisis? What does their victory mean for Big Tech and the construction of data centres? And will they scrutinise companies that benefited from close ties to the Trump White House over the past two years? The BBC's North America business correspondent Michelle Fleury joins Rahul Tandon and Will Bain to discuss what the election result could mean for the US economy, businesses and households.

Producer: Gideon Long

You can email the team: [email protected]

(Picture: US House Democratic Leader Hakeem Jeffries, House Minority Whip Katherine Clark (D-MA), and Democratic candidate for House of Representatives Suzan DelBene celebrate at an election night watch party in Washington, DC, US, November 3, 2026. Credit: REUTERS/Jonathan Ernst)

Andy Uhler who's Energy Reporter in Residence at The University of Texas in Austin and Rema Rahman who is White House and Politics Editor at Bloomberg in Washington DC join Rahul Tandon to look at the fall out from this week's mid-term elections.

The look at the role the economy played in how people voted. The impact the result could have on Elon Musk and what it means for the future of data centres.

As other tech giants spent 2026 pouring billions into AI, Apple seems to have taken a more cautious approach. Its new CEO, John Ternus, insists that "we don't want to ship AI for AI's sake" and says the company remains focused on developing products such as the iPhone, including the foldable Duo model, and other devices that made Apple a household name. But with the AI revolution in full swing, is that the right strategy? Or is Apple, which changed the world when it gave us the iPhone, in danger of falling behind? Hosts Michelle Fleury and Rahul Tandon are joined by Ron Johnson, who worked at Apple for years and was instrumental in developing the Apple Store.

Producer: Gideon Long

You can email the team: [email protected]

(Picture: John Ternus, Apple CEO greets and takes photos with customers who came to purchase the new foldable iPhone Duo on the launch day at the Apple store in Austin, Texas, US, October 23, 2026. Credit: REUTERS/Jan Sonnenmair)

Jerry Yue is the entrepreneur behind Brain Technologies. He believes artificial intelligence could replace many of the apps we use every day, changing how we interact with our phones and computers. Leanna Byrne talks to him about building technology businesses in China, his journey to Silicon Valley and why he thinks AI could reshape the future of computing.

Producer: Huma Shah

You can email the team: [email protected]

(Picture: Brain Technologies founder Jerry Yue)

Gold is worth about twice what it was four years ago, so who profits when a Hindu family buys gold during the Diwali festive period? Sam Fenwick traces the gold supply chain from a mine that digs up 140 tonnes of rock for a single ounce of gold to a Delhi jeweller, examining the role of central banks and refiners along the way.

(Photo: A jewellery shop in Bangalore, India, 13 October 2025. Credit: Jagadeesh Nv/EPA/Shutterstock)

You can email the team: [email protected]

Producer: Josh Martin and Huma Shah