3 challenges for Nvidia if Jensen Huang is removed as CEO Brian Sozzi · Executive Editor Thu, November 12, 2026 at 7:58 AM EST 2 min read NVDA -7.56% 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.
The challenges for Nvidia (NVDA) are only just beginning should embattled founder Jensen Huang get ousted. The company's board is reportedly meeting to determine if it will remove Huang as chief executive, the Wall Street Journal reported late Wednesday.
According to the New York Times, Huang, whose relationship with a woman alleged to be a Chinese spy has embroiled the company in scandal this week, also had a relationship with Nvidia executive Kimberly Powell, one of Huang's 60 or so direct reports.
"In our view, what matters for the stock from here is less whether a change occurs than how it is executed," Stifel analyst Ruben Roy said.
Nvidia stock fell 7.5% in premarket trading following the report.
Here are several challenges for the legion of Nvidia investors to follow on this unusual, fast-moving situation.
Follow live updates on Nvidia and CEO Jensen Huang here.
Huang famously has 60 or so direct reports at Nvidia and no succession plan — at least one he has shared publicly. If Huang is ousted, longtime CFO Colette Kress could get the interim CEO tag. She is one of the most respected CFOs in the game.
However, if an interim CEO stays on for a while, it could only increase the uncertainty on Nvidia's future.
In either outcome — Kress or an outside CEO — Nvidia's valuation could be capped in the near term given uncertainty about who will drive the product vision Huang has set since founding in 1993.
There is some chatter that Huang could keep his board seat or get an advisory role. This would be good if you are a Nvidia bull. It's just unlikely given the optics and increasing pressure on Huang, which would only keep the pressure on Nvidia.
Nvidia attracts the best in the business because people want to work with Huang to drive his mission for the future of technology. Should Huang leave, it could lessen the desire for key team members to stay with the company. Expect Nvidia to move quickly to retain key personnel, especially the senior engineering and operations people that report to Huang.
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