Why Jensen Huang Was Essential to Nvidia’s Rise
Published . Updated .
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Jensen Huang was the driving force at Nvidia, with 60 direct reports and no clear succession plan. Tripp Mickle, one of our technology reporters, examines Mr. Huang’s central role in the company and the artificial intelligence industry.
Directly affected
- NVDA Nvidia-26.1% 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.
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “artificial intelligence” (AI and big tech) in this story.
- 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+2.6% 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-7.6% 30d
Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- MSFT Microsoft+1.1% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “artificial intelligence” (AI and big tech) 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 | +12.42% | +1.63% | base | -2.14% | after close | after close | after close |
| SMH | -7.61% | -3.62% | base | -3.23% | after close | after close | after close |
| SOXX | -11.91% | -5.47% | base | -3.78% | after close | after close | after close |
| QQQ | -4.63% | -1.94% | base | -1.28% | after close | after close | after close |
| ASML | -4.85% | +0.72% | base | -0.94% | after close | after close | after close |
| TSM | -7.50% | -2.24% | base | -1.74% | after close | after close | after close |
| AVGO | -19.45% | -8.83% | base | -4.85% | after close | after close | after close |
| AMD | -23.60% | -12.05% | base | -8.90% | after close | after close | after close |
| MSFT | +1.45% | +1.95% | base | +0.22% | 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.
Jensen Huang was the driving force at Nvidia, with 60 direct reports and no clear succession plan. Tripp Mickle, one of our technology reporters, examines Mr. Huang’s central role in the company and the artificial intelligence industry.
Source: The New York Times
This story
| Company | When | Move | Status |
|---|---|---|---|
| AMD | that day | -8.90% | still updating |
| AMD | three days earlier | -12.05% | final price |
| AMD | five days earlier | -23.60% | final price |
| ASML | that day | -0.94% | still updating |
| ASML | three days earlier | +0.72% | final price |
| ASML | five days earlier | -4.85% | final price |
| AVGO | that day | -4.85% | still updating |
| AVGO | three days earlier | -8.83% | final price |
| AVGO | five days earlier | -19.45% | final price |
| MSFT | that day | +0.22% | still updating |
| MSFT | three days earlier | +1.95% | final price |
| MSFT | five days earlier | +1.45% | final price |
| NVDA | that day | -2.14% | still updating |
| NVDA | three days earlier | +1.63% | final price |
| NVDA | five days earlier | +12.42% | final price |
| QQQ | that day | -1.28% | still updating |
| QQQ | three days earlier | -1.94% | final price |
| QQQ | five days earlier | -4.63% | final price |
| SMH | that day | -3.23% | still updating |
| SMH | three days earlier | -3.62% | final price |
| SMH | five days earlier | -7.61% | final price |
| SOXX | that day | -3.78% | still updating |
| SOXX | three days earlier | -5.47% | final price |
| SOXX | five days earlier | -11.91% | final price |
| TSM | that day | -1.74% | still updating |
| TSM | three days earlier | -2.24% | final price |
| TSM | five days earlier | -7.50% | 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. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 21 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 35 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 52 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 80 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 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. 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.
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).
How solid “Why Jensen Huang Was Essential to Nvidia’s Rise” looks
12 out of 100Price not final
“Why Jensen Huang Was Essential to Nvidia’s Rise” scores 12 out of 100. The score uses 1 sources. The price is not final yet.