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← The wire · Wednesday, November 11 Nvidia falls after hours on report of second Huang affair; AI rally lifts market AI stocks rallied Wednesday on CoreWeave earnings and AI confidence, but Nvidia dropped after NYT reported CEO Jensen Huang had a second affair, raising concerns about his leadership. Futures mixed.
Sentiment bearish 30
Bearish · 30 of 100 Impact 85
high · market-wide Confidence 90%
high confidence · 27 wires Event developing
v27 · alerted to followers WHAT WE KNOW CoreWeave earnings beat eased AI financing fears. Nasdaq +1.6%, S&P 500 +1.3% on Wednesday. News Calendar Reports Stocks Sign in NVDA +1.00% $167.85 CSCO −1.92% $100.05 SPCX +0.51% $140.66 NSPR Prev. session −5.67% $0.73 Nov 12, 16:17 ET HAWK Last update +6.27% $15.59 Nov 13, 04:01 ET MSCI Prev. session +1.01% $658.67 Nov 12, 19:50 ET MSFT −2.61% $509.37 NBIS −2.46% $125.48 AMAT −0.23% $380.07 FFR Prev. session +2.33% $0.80 Nov 12, 19:30 ET RUBI −2.54% $0.93 EG −0.46% $420.40 META +0.22% $625.00 AFYA Prev. session +0.77% $10.41 Nov 12, 19:43 ET NDAQ +0.04% $108.69 BN Last update −0.02% $41.63 Nov 13, 04:01 ET SMCI −0.19% $26.94 MRNA +0.03% $231.41 LWAY Prev. session −1.39% $20.60 Nov 12, 19:30 ET ROK Last update +1.00% $408.23 Nov 13, 04:07 ET ALNY Last update +1.02% $158.25 Nov 13, 04:01 ET INTC −0.65% $60.80 VEON Prev. session 0.00% $75.15 Nov 12, 19:34 ET CCB Prev. session +0.39% $43.41 Nov 12, 18:15 ET KDP Last update −0.25% $35.33 Nov 13, 04:02 ET SMR +0.20% $4.83 TTWO +0.57% $228.25 SO +0.52% $92.95 MAMA Prev. session −0.08% $13.23 Nov 12, 19:30 ET UAL Last update +0.16% $111.43 Nov 13, 04:01 ET NVDA +1.00% $167.85 CSCO −1.92% $100.05 SPCX +0.51% $140.66 NSPR Prev. session −5.67% $0.73 Nov 12, 16:17 ET HAWK Last update +6.27% $15.59 Nov 13, 04:01 ET MSCI Prev. session +1.01% $658.67 Nov 12, 19:50 ET MSFT −2.61% $509.37 NBIS −2.46% $125.48 AMAT −0.23% $380.07 FFR Prev. session +2.33% $0.80 Nov 12, 19:30 ET RUBI −2.54% $0.93 EG −0.46% $420.40 META +0.22% $625.00 AFYA Prev. session +0.77% $10.41 Nov 12, 19:43 ET NDAQ +0.04% $108.69 BN Last update −0.02% $41.63 Nov 13, 04:01 ET SMCI −0.19% $26.94 MRNA +0.03% $231.41 LWAY Prev. session −1.39% $20.60 Nov 12, 19:30 ET ROK Last update +1.00% $408.23 Nov 13, 04:07 ET ALNY Last update +1.02% $158.25 Nov 13, 04:01 ET INTC −0.65% $60.80 VEON Prev. session 0.00% $75.15 Nov 12, 19:34 ET CCB Prev. session +0.39% $43.41 Nov 12, 18:15 ET KDP Last update −0.25% $35.33 Nov 13, 04:02 ET SMR +0.20% $4.83 TTWO +0.57% $228.25 SO +0.52% $92.95 MAMA Prev. session −0.08% $13.23 Nov 12, 19:30 ET UAL Last update +0.16% $111.43 Nov 13, 04:01 ET
Nvidia CEO Jensen Huang reportedly had a second affair with VP Kimberly Powell, per NYT.
Nvidia board already probing Huang over prior affair with alleged Chinese spy.
Nvidia stock fell 4.5% in after-hours trading.
Nebius reports earnings before Thursday open. FREE ACCOUNT · NO CARD The headline and the read are open. The reasons are one free account away, on every story. One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
WHY IT MATTERS •••••••••• Market transmission and exposed assets BULL / BEAR CASE •••• / •••• Competing evidence, edited together NEWS ON PRICE ••.•% reaction Confirmation versus SPY and sector WHAT TO WATCH •• catalysts The facts that can change the read $NVDA on BORSA NVIDIA
$167.85 +1.00%
NEWS READ Bearish
MATERIAL EVENTS 24H 62
STORIES 30D 162
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Wed to Thu Thu 8:19 AM Dow Jones Futures Fall, Techs Tumble As Nvidia Board Mulls Ousting CEO Jensen Huang; CoreWeave Rival NebiusDives On Results -- IBD Thu 8:11 AM Dow Jones Futures Dip, Techs Fall As Nvidia Board Mulls Ousting CEO Jensen Huang; CoreWeave Rival Nebius DivesOn Results -- IBD Thu 8:10 AM Dow Jones Futures: Techs Fall As Nvidia Board Mulls Ousting CEO Jensen Huang; CoreWeave Rival Nebius Dives OnResults -- IBD Thu 8:08 AM Dow Jones Futures: Techs Fall As Nvidia Board Mulls Ousting CEO Jensen Huang; CoreWeave Rival Nebius Dives OnResults -- IBD Thu 8:02 AM Dow Jones Futures: Techs Fall As Nvidia Board Mulls Ousting CEO Jensen Huang; CoreWeave Rival Nebius Dives OnResults -- IBD Thu 7:47 AM bitcoin falls below $73,000 on Nvidia CEO ouster fears, MSCI Strategy removal bearish 30 · impact 60Thu 7:26 AM Dow Jones Futures: Techs Fall As Nvidia Board Mulls Ousting CEO Jensen Huang; CoreWeave Rival Nebius Beats Views -- IBD Thu 7:20 AM Dow Jones Futures: Techs Fall As Nvidia Board Mulls Ousting CEO Jensen Huang; CoreWeave Rival Nebius Beats Views -- IBD Where this story sits ringed dot is this story
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Thu 7:02 AM
Dow Jones Futures: Techs Fall As Nvidia Board Mulls Ousting CEO Jensen Huang -- IBD
Thu 6:20 AM Nvidia reportedly plans to oust CEO Jensen Huang after allegations bearish 20 · impact 75
Thu 6:13 AM Dow Jones Futures Rise, Techs Fall As Nvidia Board Mulls Ousting CEO Jensen Huang -- IBD
Thu 5:52 AM Nvidia board may oust CEO Huang; Dow futures rise, techs fall bearish 25 · impact 85
Thu 5:29 AM Global Equities Roundup: Nvidia Leadership Crisis Spurs Rotation, UK Homebuilders Gain bearish 25 · impact 80
Thu 5:09 AM European stocks hit record highs as Nvidia crisis sparks rotation bearish 30 · impact 60
Thu 4:44 AM Nvidia board prepares to oust CEO Jensen Huang over extramarital affairs bearish 25 · impact 90
Thu 4:41 AM MSCI to drop Strategy from global benchmarks over nonoperating rule; shares fall 4.9% premarket bearish 20 · impact 70
Thu 4:22 AM Nvidia board reportedly preparing to oust CEO Jensen Huang bearish 20 · impact 90
Thu 4:16 AM Bitcoin not yet performing as digital gold, Citi says neutral 50 · impact 50
Thu 4:16 AM Citi: Bitcoin's Equity Correlation Too High for digital gold Role neutral 50 · impact 20
Thu 4:04 AM Nvidia downgraded by Bernstein on CEO removal risk, shares fall after hours bearish 20 · impact 60
Thu 3:22 AM European stocks rise as tech rotation continues; dollar hits 19-month high neutral 50 · impact 40
Thu 3:12 AM Citi Cuts Nvidia Target to $225 on Leadership Uncertainty neutral 50 · impact 50
Thu 2:52 AM Nvidia leadership uncertainty deepens as Citi cuts target, analysts weigh risks bearish 25 · impact 80
Thu 2:49 AM bitcoin falls 1% as Nvidia prepares to oust CEO, MSCI drops Strategy bearish 30 · impact 60
Thu 2:32 AM Global Equities Roundup: Nvidia uncertainty, dollar at 19-month high bearish 30 · impact 70
Thu 2:07 AM Strategy to be dropped from MSCI indexes over nonoperating rule neutral 50 · impact 60
Thu 1:31 AM Nvidia leadership uncertainty could accelerate shift to alternative suppliers bearish 30 · impact 50
Thu 12:56 AM Nvidia board preparing to oust CEO Jensen Huang bearish 25 · impact 85
Wed 11:09 PM Dow Jones Futures Rise, Techs Fall As Nvidia May Oust CEO Huang After CoreWave Leads Rally -- IBD
Wed 11:06 PM Dow Jones Futures Rise, Techs Fall As Nvidia May Oust CEO Huang After CoreWave Leads Rally -- IBD
Wed 10:49 PM Dow Jones Futures Rise, Techs Fall As Nvidia May Oust CEO Huang After CoreWave Leads Rally -- IBD
Wed 9:43 PM Global Equities Roundup: Market Talk
Wed 9:20 PM Dow Jones Futures Rise, Techs Fall As Nvidia May Oust CEO Huang After CoreWave Leads Rally -- IBD
Wed 9:08 PM Dow Jones Futures: Techs Tumble As Nvidia May Oust CEO Huang; AI Stocks Slide, But Not AMD -- IBD
Wed 8:22 PM Nvidia board reportedly planning to oust CEO Jensen Huang bearish 15 · impact 90
Wed 8:11 PM Dow Jones Futures: Techs Tumble As Nvidia May Oust CEO Huang; AI Stocks Slide, But Not AMD -- IBD
Wed 7:43 PM Dow Jones Futures: Techs Tumble As Nvidia May Oust CEO Huang; AI Stocks Slide, But Not AMD -- IBD
Wed 7:29 PM Nvidia board prepares to oust CEO Jensen Huang over extramarital affairs bearish 20 · impact 90
Wed 7:00 PM Dow Jones Futures: Techs Tumble Late As Nvidia May Oust CEO Huang; AI Stocks Slide, But Not AMD -- IBD
Wed 6:55 PM Dow Jones Futures: Techs Tumble Late As Nvidia May Oust CEO Huang; AI Stocks Slide, But Not AMD -- IBD
Wed 6:49 PM Dow Jones Futures: Techs Tumble Late As Nvidia May Oust CEO Huang; AI Stocks Slide, But Not AMD -- IBD
Wed 6:29 PM Nvidia board prepares to oust CEO Jensen Huang over extramarital affairs bearish 25 · impact 80
Wed 6:16 PM Dow Jones Futures: Techs Tumble Late As Nvidia May Oust CEO Huang; AI Stocks Slide, But Not AMD -- IBD
Wed 6:04 PM Dow Jones Futures: CoreWeave, Sandisk, AMD, Nebius Lead Bullish Market Move; Nvidia Dives, May Oust CEO Huang -- IBD
Wed 5:53 PM Nvidia board preparing to oust CEO Jensen Huang over extramarital affairs bearish 15 · impact 90
Wed 5:50 PM Dow Jones Futures: CoreWeave, Sandisk, AMD, Nebius Lead Bullish Market Move; Nvidia Dives, May Oust CEO Huang -- IBD
Wed 5:32 PM Dow Jones Futures: CoreWeave, Sandisk, AMD, Nebius Lead Bullish Market Move; Nvidia Falls Late On Second HuangAffair -- IBD
Wed 5:26 PM Dow Jones Futures: CoreWeave, Sandisk, AMD, Nebius Lead Bullish Market Move; Nvidia Falls Late On Latest HuangReport -- IBD
Wed 5:06 PM Dow Jones Futures: CoreWeave, Sandisk, AMD, Nebius Lead Bullish Market Move; Nvidia Falls Late On Latest HuangReport -- IBD
Wed 4:38 PM CoreWeave earnings revive AI trade; Nasdaq regains 200-day line bullish 70 · impact 60 · this page Nvidia CEO Jensen Huang Ousted; CFO Kress Named Interim Cisco reports record Q1 revenue, lifts FY27 guidance, AI revenue target doubled to $9B Jensen Huang ousted as Nvidia CEO, Silicon Valley reacts with shock Nvidia CEO Jensen Huang resigns; stock falls 4.9%, AMD and Broadcom gain InspireMD wins FDA nod for CGuard Prime TCAR stent, Q3 loss $0.12/share Cisco reports record Q1 revenue, lifts FY27 guidance on AI demand Cisco 1Q adj EPS beats estimates, 2Q and FY outlook above consensus Grand Theft Auto VI Launch Set for Nov. 19; Take-Two Stock Seen as Undervalued Lutnick fights for job as Trump aides blame him for Nvidia chip scandal fallout Yorkville Ives Bullish on Nvidia Despite Huang Departure Nvidia CEO succession: Kress interim, but Huang's AI financing role seen as irreplaceable Nvidia CEO Jensen Huang Resigns Amid Affair Reports; Stock Falls 4.3% Flower Foods cuts Outlook Amid Consumer Spending Pullback InspireMD receives FDA approval for CGuard Prime in TCAR procedures, expects to double US addressable market InspireMD announces proposed public offering of common stock Nvidia CEO Jensen Huang resigns; stock falls 4%, Nasdaq drops 0.4% Yeti misses Q3 estimates, lowers guidance on cautious holiday demand ETFs That Avoid Nvidia Outperform S&P 500 This Year Sempra closes $4.56B infrastructure stake sale to KKR, appoints CFO PRF Technologies receives Nasdaq delisting determination, requests hearing HawkEye 360 reports Q3 revenue up 84%, lifts full-year guidance Oil Rebounds After Trump: US Doesn't Need Iran Deal US 10-year yield closes at 5.102% after largest two-day gain since April 2025 Lilly breaks ground on $3.5 billion Pennsylvania site for obesity drugs Super Micro Computer Falls on DOJ Probe Into Alice Huang gold Falls to 52-Week Low, Settles at $3,889.40 Everest Group faces securities class action over casualty risk disclosures Coastal Financial faces class action over CCBX loan losses Chicago Fed's Goolsbee: inflation going in wrong direction, stokes overheating demand concerns Keurig Dr Pepper prices 58M share offering at $34.50 to fund $2B debt paydown ahead of split Trump suggests Tim Cook for Nvidia CEO; analysts call it unlikely Williams: Fed still has work to do on policy, inflation too high BioNTech undervalued with oncology pipeline and special-situation potential Memory chip stocks fall on Nvidia shakeup; Micron, SK Hynix, Sandisk down 2-4% Aris Mining PFS Shows 5.9 Moz Reserves, $2.8B NPV for Toroparu Gold Project Materials fall as dollar hits 52-week high on Fed rate hike fears SpaceX-Tesla merger talks progressing, deal possible by December Nvidia CEO Jensen Huang resigns; shares fall 4.3% Robinhood Reports October 2026 Operating Data: Net Deposits $15.1B, Crypto Volumes Slide ExxonMobil approves Longtail development offshore Guyana, targets 2030 startup Appeals Court Rules Pacira Owes Royalties on Exparel Made With 200-Liter Process Moderna's cancer-drug spending plan lifts stakes for post-Covid growth Cerebras Reports Q3 Earnings Beat, Revenue $230.9M vs $214.7M Est; Shares Up After Hours Birchcliff Energy forecasts 5% production growth in 2027 to 87,000-90,000 boe/d Lifeway Foods reports record Q3 sales but margin compression crushes profit Cisco Systems lifts FY27 Revenue and Adjusted EPS Guidance Cisco Systems sees 2Q EPS $1.07-$1.09 Cisco Systems fiscal Q1 net income $4.6 billion 2-year Treasury yield rises to 4.862%, posts largest four-day gain since June 2022 Applied Materials CEO: 60% of AI capex goes to semiconductors Iran shifts cyber strategy to cause real-world damage, targeting critical infrastructure Westpac sees RBA rate hikes likely over as housing downturn deepens JGB yields rise 7.5 bp to 2.865% after US Treasury selloff Applied Materials CEO: AI growth depends on semiconductor scaling U.S. natural gas futures extend gains on cold weather, solid LNG exports $NVDA 20·90 $NVDA 30·90 $HYFM 65·85 $NVDA 20·80 $YETI 20·70 $SRE 70·70 $EG 30·60 $CCB 20·60 label = ticker sentiment·impact · dot size follows impact · click a dot to open the story
