Ben Fulton believes Nvidia (NVDA) is facing a similar situation to Apple (AAPL) and Steve Jobs. Huang is accused of having a second affair, this time with a company subordinate. Ben argues Nvidia's board won't find another executive as suitable for the role a Jensen himself, setting a compelling foundation to keep him at the company reins minutes before news of Huang leaving the company broke.
Morning Movers
12 Nov 2026
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