Nvidia worth 25% less without Jensen Huang as CEO, Yorkville Ives says Ayushman Ojha Wed, November 11, 2026 at 11:44 PM EST 2 min read NVDA -4.87% 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.
Investing.com-- Nvidia (NASDAQ:NVDA) could lose a quarter of its valuation if Chief Executive Jensen Huang leaves the chipmaker, as mounting reports about his personal conduct and the possibility of a boardroom shake-up threaten to unsettle investors, brokerage Yorkville Ives said.
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Analysts led by Dan Ives said they valued Nvidia at $300 per share with Huang as chief executive, compared with $225 without him, reflecting his central role in the company's strategy and its dominance in artificial intelligence chips.
Nvidia was facing a rapidly evolving situation after The New York Times reported an alleged relationship between Huang and Kimberly Powell, the company's vice president of healthcare, while The Wall Street Journal reported that Nvidia's board was preparing to oust the CEO and could meet as soon as Wednesday to discuss his future.
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Over the weekend, Huang admitted to an affair with Alice Huang, a Chinese businesswoman alleged to be a spy.
"The writing is on the wall that Jensen's days at Nvidia could be numbered," analysts said, describing the next 48 hours as potentially volatile.
They said Huang was not replaceable by another chief executive or an interim management team, warning that uncertainty over his successor, Nvidia's strategic direction and potential board changes could weigh on the stock.
"Jensen has created a black eye moment for himself and Nvidia and now has created a spider web of complexity that Wall Street, Silicon Valley, DC, and the global tech ecosystem are trying to figure out what is next," analysts wrote.
However, Yorkville Ives said that Nvidia's entrenched position in the AI chip market and its leading GPU technology would remain intact despite the leadership turmoil, allowing the company to navigate the crisis and retain its central role in the AI industry.
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