On Bloomberg, Portfolio Manager JoAnne Feeney discusses recent developments surrounding U.S. technology exports to China, the implications for Nvidia and the broader AI ecosystem, and why she continues to favor established semiconductor leaders over turnaround stories in the space.
WATCH ON BLOOMBERG HERE
Interview: January 23rd, 2026
On Bloomberg, JoAnne Feeney shares her perspective on the evolving U.S.-China technology relationship, the durability of Nvidia’s competitive position, and the challenges facing legacy semiconductor manufacturers attempting to regain relevance in an AI-driven market.
Key Topics:
- Nvidia and China exposure: Why reopening limited access to China is an incremental positive, but not yet large enough to materially change forecasts.
- Technology leadership and national security: How allowing U.S. firms to participate may provide greater long-term influence over AI development than ceding the field entirely.
- Intel’s challenges: Why weak margins, execution risk, and manufacturing setbacks make Intel a particularly risky investment.
- Market leadership vs. turnarounds: Why JoAnne prefers owning proven leaders like Nvidia, Broadcom, and AMD rather than betting on uncertain recoveries.
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