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Nvidia CEO Jensen Huang faces likely removal amid affair allegations, causing stock drop and leadership uncertainty.

12 Nov 2026, 13:59 WIB
Seeking Alpha
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Bearish
Nvidia CEO Jensen Huang faces likely removal amid affair allegations, causing stock drop and leadership uncertainty.

Nvidia CEO Jensen Huang is expected to be removed by the board following new allegations of an affair with a subordinate, leading to significant uncertainty about the company's leadership. Prediction markets show a rising probability of Huang's exit, reaching 76% by year-end, which has caused Nvidia shares to fall 6% premarket while competitors AMD and Broadcom gain. Analysts warn that Huang's departure could hurt Nvidia's AI leadership, with no clear successor identified yet. Meanwhile, Elon Musk has publicly offered Huang a potential new role, adding to the unfolding drama.

Nvidia shares are down 7.52% on Pluang, trading at USD 160.66 with a market cap of $4.20T as of Nov 12, 2026 19:11 WIB. Meanwhile, Broadcom is up 1.82% at USD 351.51, showing contrasting investor sentiment on Pluang at the same time.

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