Business & Finance · November 12, 2026
Wall Street Sees the Writing on the Wall for Jensen Huang
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Nvidia’s board of directors is deliberating the future of CEO Jensen Huang following reports of a second extramarital relationship, this time with a direct report, Kimberly Powell. This follows previous revelations of an affair with Alice Huang, an executive at Singaporean firm Megaspeed, who U.S. intelligence officials allege was passing information to Beijing. The scandal has triggered a significant drop in Nvidia’s stock price and pressured global AI trades, while public figures and investors debate whether the industry's reliance on Huang justifies overlooking the personal and security-related controversies.
Read the original coverage
Wall Street Sees the Writing on the Wall for Jensen Huang
Read at The New York Times ↗Nvidia Leadership Scandal Drags on U.S. Stock Futures, Pressures AI Trade
Read at Wall Street Journal ↗- NBC NewsMainstream
Nvidia board weighs Jensen Huang’s future and 8 dead in Brooklyn building collapse: Morning Rundown
Read at NBC News ↗ Jensen Huang Scandal: Investigating Nvidia's Relationship to Megaspeed
Read at Bloomberg ↗The Real Lesson of the Jensen Huang Scandal
Read at The Atlantic ↗- MarketWatchFinancial
Here’s what Megaspeed, the company at the forefront of the Nvidia scandal, is now saying
Read at MarketWatch ↗ - FortuneFinancial
Can Nvidia survive without Jensen Huang? | Fortune
Read at Fortune ↗ - ForbesFinancial
China Warns Against Renewed U.S. Chip Curbs Amid Nvidia Jensen Huang Scandal
Read at Forbes ↗ - Business InsiderMainstream
Nvidia may lose Jensen Huang. The repercussions reach far beyond chips.
Read at Business Insider ↗ - CNBCMainstream
‘A dark day for Nvidia’: Here’s what analysts are saying as markets brace for news on Huang's fate
Read at CNBC ↗
Reported by multiple outlets
- Nvidia's board is meeting to discuss Jensen Huang's future at the company
- Reports state Huang had an extramarital relationship with Kimberly Powell, Nvidia’s VP of healthcare
- Huang was previously linked to an affair with Alice Huang of Megaspeed
- U.S. intelligence officials believe Alice Huang was passing information to Beijing
- Nvidia's stock price dropped following these reports
Reported by only some outlets
- Huang wrote a note to employees on Sunday admitting he had been 'unfaithful'
- The New York Times cited five company sources for the report on the affair with Powell
- Megaspeed issued its first public statement on Thursday
- Nvidia shares fell almost 9% in after-hours trading
- Elon Musk and Palmer Luckey expressed support for Huang remaining in his role
Industry-friendly coverage frames it as…
emphasize Nvidia's resilience by noting companies like Apple and Uber thrived after founder departures, while highlighting market volatility and the AI industry's dependence on Huang's leadership
Skeptical / consumer coverage frames it as…
portray the situation as a 'leadership crisis' involving national security risks and argue that no executive should possess enough 'political power' to avoid accountability
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