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← The wire · Thursday, November 12 Jensen Huang resigns as NVIDIA CEO; CFO Kress takes interim role Jensen Huang resigned immediately as NVIDIA CEO amid reports of relationships involving a subordinate and a woman allegedly linked to Chinese intelligence. CFO Colette Kress becomes interim CEO. NVDA launched an independent investigation. The company says no reason to believe secrets were compromised. Q2 results were strong but the leadership shock creates uncertainty. Q3 earnings Nov 17 are the next key catalyst.
Sentiment bearish 25
Bearish · 25 of 100 Impact 95
high · market-wide Confidence 95%
high confidence · 46 wires Event developing
v46 · alerted as breaking News Calendar Reports Stocks Sign in NVDA +1.40% $168.52 CSCO −1.57% $100.41 SPCX +0.61% $140.80 NSPR Prev. session −5.67% $0.73 Nov 12, 16:17 ET HAWK +6.27% $15.59 MSCI Prev. session +1.01% $658.67 Nov 12, 19:50 ET MSFT −2.38% $510.54 NBIS −2.05% $126.00 AMAT +0.30% $382.08 FFR Prev. session +2.33% $0.80 Nov 12, 19:30 ET RUBI −2.54% $0.93 EG −0.46% $420.40 META +0.71% $628.05 AFYA Prev. session +0.77% $10.41 Nov 12, 19:43 ET NDAQ +0.04% $108.69 BN −0.02% $41.63 SMCI +0.11% $27.02 MRNA −0.07% $231.18 LWAY Prev. session −1.39% $20.60 Nov 12, 19:30 ET ROK +1.00% $408.23 ALNY +1.02% $158.25 INTC −0.26% $61.04 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 −0.25% $35.33 SMR +0.62% $4.85 TTWO +0.57% $228.25 SO 0.00% $92.47 MAMA Prev. session −0.08% $13.23 Nov 12, 19:30 ET UAL +0.16% $111.43 NVDA +1.40% $168.52 CSCO −1.57% $100.41 SPCX +0.61% $140.80 NSPR Prev. session −5.67% $0.73 Nov 12, 16:17 ET HAWK +6.27% $15.59 MSCI Prev. session +1.01% $658.67 Nov 12, 19:50 ET MSFT −2.38% $510.54 NBIS −2.05% $126.00 AMAT +0.30% $382.08 FFR Prev. session +2.33% $0.80 Nov 12, 19:30 ET RUBI −2.54% $0.93 EG −0.46% $420.40 META +0.71% $628.05 AFYA Prev. session +0.77% $10.41 Nov 12, 19:43 ET NDAQ +0.04% $108.69 BN −0.02% $41.63 SMCI +0.11% $27.02 MRNA −0.07% $231.18 LWAY Prev. session −1.39% $20.60 Nov 12, 19:30 ET ROK +1.00% $408.23 ALNY +1.02% $158.25 INTC −0.26% $61.04 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 −0.25% $35.33 SMR +0.62% $4.85 TTWO +0.57% $228.25 SO 0.00% $92.47 MAMA Prev. session −0.08% $13.23 Nov 12, 19:30 ET UAL +0.16% $111.43 Jensen Huang resigned immediately as president, CEO, and director. CFO Colette Kress becomes interim CEO; Harvey Jones becomes board chair. Resignation follows reports of relationships involving a subordinate and a woman allegedly linked to Chinese intelligence. NVDA launched an independent investigation; initial statement says no reason to believe company secrets or national security were compromised. Q2 revenue $96.22B (+105.9%), adjusted EPS $2.22, Data Center sales $89B (+117%), adjusted gross margin 75%. Q3 results scheduled for November 17 after the close. 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
$168.52 +1.40%
NEWS READ Bearish
MATERIAL EVENTS 24H 63
STORIES 30D 162
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NVIDIA (NVDA) stock news → How it developed 60 wires · newest first
Wed to Thu Thu 7:55 PM Nvidia CEO exit reshapes AI trade; AMD, Broadcom gain, Super Micro slides bearish 25 · impact 80Thu 5:19 PM Nvidia CEO Jensen Huang resigns after second affair report; stock falls 4.3% bearish 10 · impact 90Thu 4:35 PM Tesla-SpaceX merger could be announced by December, report says neutral 50 · impact 60Thu 4:23 PM Musk offers to hire Huang; prediction markets wager on Nvidia's future bearish 25 · impact 80Thu 4:08 PM Tesla, SpaceX shares rise on report of progressing merger talks neutral 50 · impact 80Thu 3:15 PM Nvidia stock resilience after Huang spy-affair story bullish 65 · impact 30Thu 1:30 PM Fed's Goolsbee warns inflation in persistent categories stokes overheating concerns bearish 30 · impact 70Where this story sits ringed dot is this story
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Thu 1:25 PM
CoreWeave, Super Micro drop as Nvidia-linked stocks hit by Huang resignation
bearish 20 · impact 75
Thu 9:23 AM Nvidia CEO Jensen Huang resigns, stock falls 12% in premarket bearish 20 · impact 90
Thu 9:20 AM Nvidia shares sink 11% after CEO Jensen Huang resigns bearish 10 · impact 90
Thu 9:16 AM Nvidia CEO Jensen Huang resigns after affair and spy allegations; stock plunges bearish 25 · impact 95
Thu 9:10 AM Jensen Huang resigns as Nvidia CEO after board loses confidence bearish 15 · impact 85
Thu 9:05 AM Nvidia CEO Jensen Huang resigns, CFO Kress interim; shares down 10% bearish 15 · impact 90
Thu 9:04 AM Nvidia CEO Jensen Huang resigns after affairs, CFO Kress interim bearish 10 · impact 90
Thu 9:04 AM Nvidia CEO Jensen Huang resigns after scandals, stock falls 10% in premarket bearish 10 · impact 80
Thu 9:03 AM Nvidia CEO Jensen Huang resigns; shares fall 11% premarket bearish 15 · impact 90
Thu 9:00 AM Nvidia CFO Colette Kress named interim CEO after Huang resignation bearish 20 · impact 80
Thu 8:56 AM Nvidia CEO Jensen Huang resigns, CFO Kress interim bearish 10 · impact 90
Thu 8:54 AM Nvidia CEO Jensen Huang resigns, CFO Colette Kriss named interim chief bearish 25 · impact 85
Thu 8:52 AM Form 8-K — NVIDIA CORP ($NVDA, Nasdaq): Item 5.02 (director or officer change)
Thu 8:52 AM Nvidia interim CEO Kress: focus remains on customers, partners, developers, shareholders bullish 65 · impact 30
Thu 8:51 AM Nvidia board to consider internal and external CEO candidates bearish 25 · impact 70
Thu 8:51 AM Nvidia CFO Kress to remain CFO while serving as interim CEO until permanent successor named neutral 50 · impact 60
Thu 8:50 AM Nvidia CFO Colette Kress appointed interim CEO bearish 25 · impact 80
Thu 8:50 AM Harvey C. Jones appointed first-ever chair of Nvidia board bearish 30 · impact 70
Thu 8:48 AM NVIDIA CEO Jensen Huang Resigns, CFO Colette Kress Named Interim CEO bearish 25 · impact 80
Thu 8:48 AM NVIDIA Announces CEO Transition
Thu 8:44 AM Nvidia stock slides 9% on CEO scandal, board reportedly preparing to fire Huang bearish 25 · impact 85
Thu 8:29 AM Nebius drops 15% premarket after revenue guidance disappoints bearish 20 · impact 55
Thu 7:55 AM Jensen Huang scandal threatens Nvidia's leadership and AI ecosystem bearish 25 · impact 80
Thu 7:35 AM Nvidia leadership crisis could drop it to No. 3 market cap spot bearish 25 · impact 90
Thu 7:25 AM Nvidia dip buying surges as retail clients load up, Saxo data shows neutral 50 · impact 30
Thu 7:25 AM Nvidia board weighs CEO Jensen Huang's future amid affair allegations; shares drop 7%+ premarket bearish 15 · impact 85
Thu 7:05 AM Analysts cut Nvidia targets, cite leadership overhang without Huang bearish 30 · impact 70
Thu 7:02 AM No Way Back for Nvidia CEO Huang, Dan Ives Says; Price Target Cut to $225 bearish 20 · impact 70
Thu 6:20 AM Nvidia reportedly plans to oust CEO Jensen Huang after allegations bearish 20 · impact 75
Thu 5:39 AM Nvidia's circular financing network shows strain as board weighs Huang's future bearish 25 · impact 80
Thu 5:35 AM UK GDP beats forecasts; Nvidia CEO ousting reports hit risk appetite bearish 30 · impact 60
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 5:01 AM Nvidia CEO Huang's at-will contract detailed as board prepares ouster bearish 20 · impact 85
Thu 4:44 AM Nvidia board prepares to oust CEO Jensen Huang over extramarital affairs bearish 25 · impact 90
Thu 4:22 AM Nvidia board reportedly preparing to oust CEO Jensen Huang bearish 20 · impact 90
Thu 4:17 AM Quilter Cheviot analyst warns Nvidia leadership crisis will add to AI volatility bearish 30 · impact 60
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 2:32 AM Global Equities Roundup: Nvidia uncertainty, dollar at 19-month high bearish 30 · impact 70
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 11:25 PM Nvidia board plans to oust CEO Jensen Huang bearish 25 · impact 80
Wed 10:29 PM Nvidia board planning to oust CEO Jensen Huang, WSJ reports bearish 30 · impact 70
Wed 9:43 PM Global Equities Roundup: Market Talk
Wed 8:22 PM Nvidia board reportedly planning to oust CEO Jensen Huang bearish 15 · impact 90
Wed 7:57 PM Nvidia board reportedly set to remove CEO Jensen Huang after affair report bearish 10 · impact 90
Wed 7:47 PM Nvidia board preparing to oust CEO Jensen Huang, WSJ reports bearish 20 · impact 85
Wed 7:29 PM Nvidia board prepares to oust CEO Jensen Huang over extramarital affairs bearish 20 · impact 90
Wed 7:06 PM Nvidia board reportedly set to meet today on CEO Huang's removal after affair, security concerns bearish 25 · impact 80
Wed 6:47 PM Nvidia Board Reportedly Plans to Oust CEO Jensen Huang bearish 25 · impact 80 · first wire 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 $NBIS 25·80 $YETI 20·70 $SRE 70·70 $EG 30·60 label = ticker sentiment·impact · dot size follows impact · click a dot to open the story
