Pressure mounts at Nvidia as CEO Jensen Huang fate hangs in balance
Published . Updated .
Key takeaways
- Company confronting nervous markets as it weighs CEO’s future over reports he had affairs with an alleged Chinese spy and a company executive
- Exposed: NVDA
- Market reaction: NVDA −4.5% on the day
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Get these market calls by email
The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.
Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.
Company confronting nervous markets as it weighs CEO’s future over reports he had affairs with an alleged Chinese spy and a company executive
Directly affected
- NVDA Nvidia-8.2% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- FXI iShares China Large-Cap ETF-2.2% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“chinese”).
- ASML ASML Holding N.V-13.3% 10d
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-10.2% 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+0.5% 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-10.2% 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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +4.45% | +2.76% | base | -4.48% | after close | after close | after close |
| SMH | -12.00% | -3.92% | base | -1.04% | after close | after close | after close |
| SOXX | -15.74% | -5.53% | base | -0.29% | after close | after close | after close |
| FXI | +2.96% | +2.17% | base | -1.30% | after close | after close | after close |
| ASML | -11.40% | -1.39% | base | -2.42% | after close | after close | after close |
| TSM | -14.72% | -5.94% | base | -1.86% | after close | after close | after close |
| AVGO | -15.64% | -7.52% | base | +5.42% | after close | after close | after close |
| AMD | -27.03% | -7.99% | base | +5.95% | after close | after close | after 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.
Source: theglobeandmail.com
The price since 12 Nov 2026: Nvidia (NVDA) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| AMD | that day | +5.95% | final price |
| AMD | three days earlier | -7.99% | final price |
| AMD | five days earlier | -27.03% | final price |
| ASML | that day | -2.42% | final price |
| ASML | three days earlier | -1.39% | final price |
| ASML | five days earlier | -11.40% | final price |
| AVGO | that day | +5.42% | final price |
| AVGO | three days earlier | -7.52% | final price |
| AVGO | five days earlier | -15.64% | final price |
| FXI | that day | -1.30% | final price |
| FXI | three days earlier | +2.17% | final price |
| FXI | five days earlier | +2.96% | final price |
| Nvidia (NVDA) | that day | -4.48% | final price |
| Nvidia (NVDA) | three days earlier | +2.76% | final price |
| Nvidia (NVDA) | five days earlier | +4.45% | final price |
| SMH | that day | -1.04% | final price |
| SMH | three days earlier | -3.92% | final price |
| SMH | five days earlier | -12.00% | final price |
| SOXX | that day | -0.29% | final price |
| SOXX | three days earlier | -5.53% | final price |
| SOXX | five days earlier | -15.74% | final price |
| TSM | that day | -1.86% | final price |
| TSM | three days earlier | -5.94% | final price |
| TSM | five days earlier | -14.72% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 20 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 36 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 41 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 20 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 34 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 51 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 79 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 13 Oct 2026. That is 30 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 49 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 69 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 83 days before publication. Filed 8 Oct 2026. View the filing.
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 Nvidia (NVDA)
Companies carried with this story
- NVDA Nvidia
Nvidia (NVDA) is linked, with no stored direction, high confidence in the 12 Nov 2026 story “Pressure mounts at Nvidia as CEO Jensen Huang fate hangs in balance.” Reason on file: The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA
Nvidia (NVDA)
On 12 Nov 2026, “Pressure mounts at Nvidia as CEO Jensen Huang fate hangs in balance” is the story that connects Nvidia (NVDA) to this story.
For Nvidia (NVDA), the reason on file says The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA
Dates and price levels for Nvidia (NVDA)
NVDA traded between 200.92 and 239.08 across 20 sessions. The latest close on file is 206.56.
What the saved facts support for Nvidia (NVDA)
14 out of 100
“Pressure mounts at Nvidia as CEO Jensen Huang fate hangs in balance” scores 14 out of 100. The score uses 1 sources, and 1 linked companies.