Nvidia Stocks Fall 4.25% as Board Opens Independent Probe Tied to CEO Khac Phu Nguyen Mon, November 9, 2026 at 12:45 PM EST 2 min read NVDA -5.04% Trade NVIDIA on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Nvidia (NASDAQ:NVDA) shares slid 4.25% to $178.70 as of 10:44 a.m. ET on Monday, November 9, in regular trading, after the board opened an independent investigation tied to national security concerns raised in news reports about CEO Jensen Huang. The drop wiped out roughly $190 billion of market value. It came on a day when most chipmakers rallied hard.
Warning! GuruFocus has detected 3 Warning Signs with NVDA.
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In a memo to employees dated November 8, Huang apologized for his personal conduct, confirmed the board review and said he "will cooperate fully." He added that he is "fully committed to NVIDIA." The memo gave no timeline or scope. U.S. intelligence concerns center on a businesswoman linked to Nvidia customer Megaspeed, according to CNBC, which cited reporting by The New York Times and the Financial Times. Research firm Aletheia cut its rating to Hold from Buy on Monday.
GuruFocus gives Nvidia a GF Score of 92/100, with perfect 10/10 marks for Profitability, Growth and Momentum and 9/10 for Financial Strength. The weak dimension is GF Value Rank at just 2/10, even though the GF Value estimate of $427.23 sits about 58% above Monday's price, a gap that reflects how far the model's historical multiples sit from today's de-rated market rather than assured upside. The score says the business is intact; the board review hits the risk premium, not the engine. Nvidia carried nearly 7% of the S&P 500 at Friday's close, by Yahoo Finance calculations, and Huang has no named successor. The next test is how fast the board defines scope and duration: a short, clean review could narrow the discount, while an open-ended one could keep it in place.
