Watch Desk posted an update
Nvidia shares fell 7.6% on 12 November as investors weighed Jensen Huang’s departure, Reuters reports via The Straits Times. CFO Colette Kress is serving as interim CEO.
Why it mattersThe losses spread across AI-linked stocks: Nebius fell 17% after lowering its 2026 revenue outlook, while CoreWeave dropped about 7%. Intel, Marvell and Micron were also down. AMD and Broadcom, by contrast, rose. That is a useful snapshot of a market reacting to more than one concern, not proof that Huang’s departure alone drove every move.
Discuss: Which matters more to the AI trade right now: Nvidia’s leadership uncertainty or the pressure on infrastructure providers’ growth forecasts?
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