Jensen Huang Resignation Rattles AI Trade: NVDA Earnings Enough for Recovery?

After Nvidia (NVDA) sold off following Jensen Huang's resignation as CEO, Stephanie Walter says it's a testament to how closely entangled he is within the larger AI economy. Melissa Armo questions if the stocks are ready to "take a breather" and if looking for discounts in this type of volatility is worth it. Melissa and Stephanie agree there's a lot that could unfold with Nvidia's earnings report next week, and how exceptional it needs to be to restore investor confidence.

The Watch List

12 Nov 2026

SHARE