Geopolitics Alpha

Nvidia’s Board Just Opened an Investigation Into Jensen Huang. Here’s What History Says Comes Next for the Stock

Published . Updated .

Key takeaways

  • Nvidia's board opened an independent investigation of Jensen Huang on Sunday and said it has confidence in him.
  • Exposed: SMH, SOXX, AVGO, ASML, NVDA
  • Market reaction: price tracking starts with the next trading session.

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Nvidia’s Board Just Opened an Investigation Into Jensen Huang. Here’s What History Says Comes Next for the Stock

Nvidia's board opened an independent investigation of Jensen Huang on Sunday and said it has confidence in him. Here is what four past board reviews of a chief executive did to the stock on day 1, after a week, a month and six months, against the S&P 500, and what each would

Directly affected

  • NVDA Nvidia-8.4% 30d

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-16.4% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF-20.8% 30d

    iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.

  • ASML ASML Holding N.V-7.1% 13d

    ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.

  • TSM Taiwan Semiconductor Manufacturing-9.5% 30d

    Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.

  • AVGO Broadcom-16.1% 30d

    Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.

  • AMD Advanced Micro Devices-26.4% 30d

    Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+8.30%+7.21%baseafter closeafter closeafter closeafter close
SMH+9.57%+8.79%baseafter closeafter closeafter closeafter close
SOXX+10.81%+10.19%baseafter closeafter closeafter closeafter close
ASML+7.09%+5.03%baseafter closeafter closeafter closeafter close
TSM+6.26%+5.43%baseafter closeafter closeafter closeafter close
AVGO+9.89%+10.98%baseafter closeafter closeafter closeafter close
AMD+4.31%+9.22%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Nvidia’s Board Just Opened an Investigation Into Jensen Huang. Here’s What History Says Comes Next for the Stock Yahoo Finance

Source: Yahoo Finance

Price since this story was published: Vaneck Etf Trust (SMH)

CompanyWhenMoveStatus
Advanced Micro Devices (AMD)three days earlier+9.22%final price
Advanced Micro Devices (AMD)five days earlier+4.31%final price
Asml Holding (ASML)three days earlier+5.03%final price
Asml Holding (ASML)five days earlier+7.09%final price
Broadcom (AVGO)three days earlier+10.98%final price
Broadcom (AVGO)five days earlier+9.89%final price
Nvidia (NVDA)three days earlier+7.21%final price
Nvidia (NVDA)five days earlier+8.30%final price
Vaneck Etf Trust (SMH)three days earlier+8.79%final price
Vaneck Etf Trust (SMH)five days earlier+9.57%final price
Ishares Tr (SOXX)three days earlier+10.19%final price
Ishares Tr (SOXX)five days earlier+10.81%final price
TSMthree days earlier+5.43%final price
TSMfive days earlier+6.26%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Vaneck Etf Trust (SMH)

Companies carried with this story

  • SMH Vaneck Etf Trust

    Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Nvidia’s Board Just Opened an Investigation Into Jensen Huang. Here’s What History Says Comes Next for the Stock.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

  • SOXX Ishares Tr

    Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Nvidia’s Board Just Opened an Investigation Into Jensen Huang. Here’s What History Says Comes Next for the Stock.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

  • AVGO Broadcom

    For “Nvidia’s Board Just Opened an Investigation Into Jensen Huang. Here’s What History Says Comes Next for the Stock,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

  • ASML Asml Holding

    In “Nvidia’s Board Just Opened an Investigation Into Jensen Huang. Here’s What History Says Comes Next for the Stock,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

  • NVDA Nvidia

    In “Nvidia’s Board Just Opened an Investigation Into Jensen Huang. Here’s What History Says Comes Next for the Stock,” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

  • AMD Advanced Micro Devices

    For “Nvidia’s Board Just Opened an Investigation Into Jensen Huang. Here’s What History Says Comes Next for the Stock,” Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence. Reason on file: Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

Vaneck Etf Trust (SMH)

“Nvidia’s Board Just Opened an Investigation Into Jensen Huang. Here’s What History Says Comes Next for the Stock” (9 Nov 2026) reaches Vaneck Etf Trust (SMH) through this story.

What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

Price levels for Vaneck Etf Trust (SMH)

AVGO traded between 289.81 and 360.50 across 20 sessions. The latest close on file is 293.39. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73.

How strong the case is around Vaneck Etf Trust (SMH)

46 out of 100

“Nvidia’s Board Just Opened an Investigation Into Jensen Huang. Here’s What History Says Comes Next for the Stock” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.