Silicon Valley Start-Ups Face a Future Without Jensen Huang’s Money
Published . Updated .
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Mr. Huang championed start-ups, with Nvidia holding $48 billion worth of stakes in 229 private companies, including OpenAI and Anthropic, at the end of July.
Directly affected
- NVDA Nvidia-26.1% 30d
Named in this report.
Indirectly affected
- XLK Technology Select Sector SPDR+2.4% 7d
Technology Select Sector SPDR holds the technology sector that Nvidia belongs to, so it often moves with news about it.
- AVGO Broadcom+2.6% 30d
Broadcom is a peer of Nvidia in semiconductors and related devices; rivals often move on the same news.
- MU Micron Technology-27.3% 30d
Micron Technology is a peer of Nvidia in semiconductors and related devices; rivals often move on the same news.
- AMD Advanced Micro Devices-7.6% 30d
Advanced Micro Devices is a peer of Nvidia in semiconductors and related devices; rivals often move on the same news.
- INTC Intel-48.7% 30d
Intel is a peer of Nvidia in semiconductors and related devices; rivals often move on the same news.
- AMAT Applied Materials-21.7% 30d
Applied Materials is a peer of Nvidia in semiconductors and related devices; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +12.42% | +1.63% | base | -3.79% | after close | after close | after close |
| XLK | -5.15% | -2.75% | base | -3.36% | after close | after close | after close |
| AVGO | -19.45% | -8.83% | base | -6.54% | after close | after close | after close |
| MU | -13.63% | -9.22% | base | -5.47% | after close | after close | after close |
| AMD | -23.60% | -12.05% | base | -9.34% | after close | after close | after close |
| INTC | -8.01% | -5.06% | base | -5.91% | after close | after close | after close |
| AMAT | -12.70% | -2.24% | base | -6.70% | 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.
Mr. Huang championed start-ups, with Nvidia holding $48 billion worth of stakes in 229 private companies, including OpenAI and Anthropic, at the end of July.
Source: The New York Times
This story
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | -6.70% | still updating |
| AMAT | three days earlier | -2.24% | final price |
| AMAT | five days earlier | -12.70% | final price |
| AMD | that day | -9.34% | still updating |
| AMD | three days earlier | -12.05% | final price |
| AMD | five days earlier | -23.60% | final price |
| AVGO | that day | -6.54% | still updating |
| AVGO | three days earlier | -8.83% | final price |
| AVGO | five days earlier | -19.45% | final price |
| INTC | that day | -5.91% | still updating |
| INTC | three days earlier | -5.06% | final price |
| INTC | five days earlier | -8.01% | final price |
| MU | that day | -5.47% | still updating |
| MU | three days earlier | -9.22% | final price |
| MU | five days earlier | -13.63% | final price |
| NVDA | that day | -3.79% | still updating |
| NVDA | three days earlier | +1.63% | final price |
| NVDA | five days earlier | +12.42% | final price |
| XLK | that day | -3.36% | still updating |
| XLK | three days earlier | -2.75% | final price |
| XLK | five days earlier | -5.15% | 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 21 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Gilbert Cisneros sold Nvidia (NVDA), worth $1,001 - $15,000 on 20 Oct 2026. That is 24 days before publication. Filed 10 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 37 days before publication. Filed 5 Nov 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 31 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 49 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 50 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 1 Oct 2026. That is 43 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 49 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 50 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 70 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 84 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Advanced Micro Devices (AMD), worth $1,001 - $15,000 on 18 Aug 2026. That is 87 days before publication. Filed 10 Sep 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).
This story
12 out of 100Price not final
“Silicon Valley Start-Ups Face a Future Without Jensen Huang’s Money” scores 12 out of 100. The score uses 1 sources. The price is not final yet.